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New York Life Investment Management’s H&R Block HRB Stock Holding History

New York Life Investment 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 		– Sell
-11,461
Closed -$499K – 802
2025
Q4 		$499K Sell
11,461
-2,001
-15% -$93.5K ﹤0.01% 724
2025
Q3 		$681K Sell
13,462
-434
-3% -$22.9K 0.01% 727
2025
Q2 		$763K Sell
13,896
-649
-4% -$37.5K 0.01% 694
2025
Q1 		$799K Sell
14,545
-94
-0.6% -$5.03K 0.01% 694
2024
Q4 		$774K Sell
14,639
-1,278
-8% -$75.1K 0.01% 718
2024
Q3 		$1.01M Sell
15,917
-913
-5% -$54.4K 0.01% 699
2024
Q2 		$913K Buy
16,830
+958
+6% +$47.7K 0.01% 703
2024
Q1 		$779K Sell
15,872
-684
-4% -$32.5K 0.01% 729
2023
Q4 		$801K Buy
16,556
+411
+3% +$18.3K 0.01% 712
2023
Q3 		$695K Buy
16,145
+8,573
+113% +$317K 0.01% 705
2023
Q2 		$241K Buy
+7,572
New +$245K ﹤0.01% 1278
2023
Q1 		– Sell
-22,308
Closed -$814K – 1285
2022
Q4 		$814K Buy
22,308
+2,860
+15% +$116K 0.01% 649
2022
Q3 		$827K Buy
19,448
+1,539
+9% +$65.1K 0.01% 635
2022
Q2 		$633K Buy
+17,909
New +$553K 0.01% 666

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

New York Life Investment Management's HRB Position: Q1 2026 in Review

New York Life Investment Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 11,461 shares — an estimated $499K sold.

New York Life Investment Management first reported a position in HRB in Q2 2022 and held it in 14 quarters. The position peaked at $1.01M in Q3 2024. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • New York Life Investment Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • New York Life Investment Management sold 11,461 H&R Block shares in Q1 2026, an estimated $499K.
  • New York Life Investment Management first reported a position in H&R Block in Q2 2022 and held it in 14 quarters.
  • New York Life Investment Management's H&R Block position peaked at $1.01M in Q3 2024.
  • 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.