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 Q2	–	Sell	-78,333	Closed	-$2.49M	–	422
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 $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Neo Ivy Capital Management's HRB Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 78,333 shares — an estimated $2.49M sold.

Neo Ivy Capital Management first reported a position in HRB in Q2 2019 and held it in 9 quarters. The position peaked at $2.49M in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Neo Ivy Capital Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 78,333 H&R Block shares in Q2 2026, an estimated $2.49M.
Neo Ivy Capital Management first reported a position in H&R Block in Q2 2019 and held it in 9 quarters.
Neo Ivy Capital Management's H&R Block position peaked at $2.49M in Q1 2026.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.