Neo Ivy Capital Management’s H&R Block HRB Stock Holding History

Neo Ivy Capital Management’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.49M	Buy	+78,333	New	+$2.73M	0.66%	49
2025 Q3	–	Sell	-18,292	Closed	-$1M	–	453
2025 Q2	$1M	Buy	+18,292	New	+$1.06M	0.32%	118
2022 Q1	–	Sell	-12,307	Closed	-$290K	–	538
2021 Q4	$290K	Buy	12,307 +3,794	+45%	+$92K	0.42%	88
2021 Q3	$122K	Sell	8,513 -22,155	-72%	-$552K	0.14%	223
2021 Q2	$720K	Buy	+30,668	New	+$726K	0.73%	32
2021 Q1	–	Sell	-8,401	Closed	-$133K	–	544
2020 Q4	$133K	Buy	8,401 +2,782	+50%	+$48K	0.15%	214
2020 Q3	$91K	Sell	5,619 -2,894	-34%	-$42.5K	0.09%	300
2020 Q2	$122K	Buy	+8,513	New	+$135K	0.14%	223
2019 Q3	–	Sell	-12,033	Closed	-$353K	–	336
2019 Q2	$353K	Buy	+12,033	New	+$323K	0.2%	181

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neo Ivy Capital Management's HRB Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in H&R Block (HRB) in Q1 2026: 78,333 shares worth $2.49M. The stake represents 0.66% of the portfolio and ranks #49 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in HRB as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in HRB in Q2 2019 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Neo Ivy Capital Management held 78,333 shares of H&R Block worth $2.49M as of Q1 2026.
H&R Block was a new Neo Ivy Capital Management position in Q1 2026.
H&R Block made up 0.66% of Neo Ivy Capital Management's portfolio in Q1 2026, its #49 holding.
Neo Ivy Capital Management first reported a position in H&R Block in Q2 2019 and has held it in 9 quarters since.
483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.