Neuberger Berman Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $566K | Buy |
17,825
+2,872
| +19% | +$100K | ﹤0.01% | 1613 |
|
|
2025
Q4 | $652K | Buy |
14,953
+1,647
| +12% | +$77K | ﹤0.01% | 1546 |
|
|
2025
Q3 | $673K | Sell |
13,306
-15,565
| -54% | -$823K | ﹤0.01% | 1498 |
|
|
2025
Q2 | $1.58M | Buy |
28,871
+19,067
| +194% | +$1.1M | ﹤0.01% | 1207 |
|
|
2025
Q1 | $538K | Sell |
9,804
-1,338
| -12% | -$71.5K | ﹤0.01% | 1503 |
|
|
2024
Q4 | $589K | Buy |
11,142
+3,207
| +40% | +$188K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $504K | Sell |
7,935
-1,580
| -17% | -$94.2K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $516K | Buy |
9,515
+2,917
| +44% | +$145K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $324K | Buy |
6,598
+220
| +3% | +$10.5K | ﹤0.01% | 1619 |
|
|
2023
Q4 | $309K | Buy |
6,378
+90
| +1% | +$4.01K | ﹤0.01% | 1643 |
|
|
2023
Q3 | $271K | Sell |
6,288
-1,667
| -21% | -$61.6K | ﹤0.01% | 1622 |
|
|
2023
Q2 | $254K | Sell |
7,955
-18,845
| -70% | -$609K | ﹤0.01% | 1651 |
|
|
2023
Q1 | $945K | Buy |
26,800
+4,770
| +22% | +$176K | ﹤0.01% | 1268 |
|
|
2022
Q4 | $804K | Buy |
22,030
+10,445
| +90% | +$424K | ﹤0.01% | 1297 |
|
|
2022
Q3 | $493K | Sell |
11,585
-21,981
| -65% | -$930K | ﹤0.01% | 1475 |
|
|
2022
Q2 | $1.19M | Buy |
+33,566
| New | +$1.04M | ﹤0.01% | 1239 |
|
|
2021
Q3 | – | Sell |
-12,054
| Closed | -$283K | – | 1785 |
|
|
2021
Q2 | $283K | Buy |
+12,054
| New | +$285K | ﹤0.01% | 1635 |
|
|
2020
Q2 | – | Sell |
-12,914
| Closed | -$182K | – | 1563 |
|
|
2020
Q1 | $182K | Sell |
12,914
-2,016
| -14% | -$42.2K | ﹤0.01% | 1439 |
|
|
2019
Q4 | $350K | Buy |
14,930
+193
| +1% | +$4.63K | ﹤0.01% | 1355 |
|
|
2019
Q3 | $348K | Sell |
14,737
-6,130
| -29% | -$162K | ﹤0.01% | 1348 |
|
|
2019
Q2 | $611K | Buy |
20,867
+2,006
| +11% | +$53.9K | ﹤0.01% | 1257 |
|
|
2019
Q1 | $452K | Buy |
+18,861
| New | +$464K | ﹤0.01% | 1278 |
|
|
2018
Q3 | – | Sell |
-36,386
| Closed | -$854K | – | 1653 |
|
|
2018
Q2 | $854K | Buy |
36,386
+15,908
| +78% | +$422K | ﹤0.01% | 1279 |
|
|
2018
Q1 | $545K | Buy |
20,478
+4,469
| +28% | +$118K | ﹤0.01% | 1334 |
|
|
2017
Q4 | $420K | Buy |
+16,009
| New | +$416K | ﹤0.01% | 1445 |
|
|
2016
Q1 | – | Sell |
-21,218
| Closed | -$707K | – | 1501 |
|
|
2015
Q4 | $707K | Sell |
21,218
-827,056
| -97% | -$29.4M | ﹤0.01% | 1197 |
|
|
2015
Q3 | $30.7M | Sell |
848,274
-49,563
| -6% | -$1.68M | 0.04% | 508 |
|
|
2015
Q2 | $26.6M | Sell |
897,837
-44,892
| -5% | -$1.41M | 0.03% | 601 |
|
|
2015
Q1 | $30.2M | Sell |
942,729
-14,468
| -2% | -$484K | 0.03% | 566 |
|
|
2014
Q4 | $32.2M | Sell |
957,197
-38,232
| -4% | -$1.22M | 0.03% | 524 |
|
|
2014
Q3 | $30.9M | Sell |
995,429
-76,155
| -7% | -$2.48M | 0.03% | 549 |
|
|
2014
Q2 | $35.9M | Buy |
1,071,584
+796,604
| +290% | +$23.7M | 0.04% | 513 |
|
|
2014
Q1 | $8.3M | Buy |
+274,980
| New | +$8.25M | 0.01% | 841 |
|
Other funds holding HRB
VPM
VCM
Neuberger Berman Group's HRB Position: Q1 2026 in Review
Neuberger Berman Group increased its H&R Block (HRB) stake by 19% in Q1 2026, buying an estimated $100K and bringing the position to 17,825 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.
Neuberger Berman Group first reported a position in HRB in Q1 2014 and has held it in 33 quarters since. The position peaked at $35.9M in Q2 2014. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Neuberger Berman Group held 17,825 shares of H&R Block worth $566K as of Q1 2026.
- Neuberger Berman Group bought 2,872 H&R Block shares in Q1 2026, an estimated $100K.
- H&R Block made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1613 holding.
- Neuberger Berman Group first reported a position in H&R Block in Q1 2014 and has held it in 33 quarters since.
- Neuberger Berman Group's H&R Block position peaked at $35.9M in Q2 2014.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.