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New Age Alpha Advisors’s H&R Block HRB Stock Holding History

New Age Alpha Advisors’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 		$449K Sell
14,131
-300
-2% -$10.5K 0.02% 519
2025
Q4 		$629K Sell
14,431
-13,863
-49% -$648K 0.03% 455
2025
Q3 		$1.43M Sell
28,294
-890
-3% -$47K 0.06% 364
2025
Q2 		$1.6M Buy
29,184
+120
+0.4% +$6.93K 0.07% 346
2025
Q1 		$1.6M Sell
29,064
-2,047
-7% -$109K 0.07% 351
2024
Q4 		$1.64M Buy
+31,111
New +$1.83M 0.07% 359

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Age Alpha Advisors's HRB Position: Q1 2026 in Review

New Age Alpha Advisors reduced its H&R Block (HRB) stake by 2.1% in Q1 2026, selling an estimated $10.5K and leaving 14,131 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #519.

New Age Alpha Advisors first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q4 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • New Age Alpha Advisors held 14,131 shares of H&R Block worth $449K as of Q1 2026.
  • New Age Alpha Advisors sold 300 H&R Block shares in Q1 2026, an estimated $10.5K.
  • H&R Block made up 0.02% of New Age Alpha Advisors's portfolio in Q1 2026, its #519 holding.
  • New Age Alpha Advisors first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's H&R Block position peaked at $1.64M in Q4 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.