NFSG
HRB icon

Newbridge Financial Services Group’s H&R Block HRB Stock Holding History

Newbridge Financial Services Group’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 		$19K Hold
500
– – ﹤0.01% 720
2026
Q1 		$15.9K Hold
500
– – ﹤0.01% 696
2025
Q4 		$21.8K Hold
500
– – ﹤0.01% 621
2025
Q3 		$25.3K Hold
500
– – ﹤0.01% 685
2025
Q2 		$27.4K Sell
500
-55
-10% -$3.18K ﹤0.01% 638
2025
Q1 		$30.5K Hold
555
– – 0.01% 471
2024
Q4 		$29.3K Buy
+555
New +$32.6K 0.01% 528
2024
Q3 		– Sell
-555
Closed -$30.1K – 841
2024
Q2 		$30.1K Sell
555
-450
-45% -$22.4K 0.01% 495
2024
Q1 		$49.4K Buy
+1,005
New +$47.7K 0.02% 398
2023
Q4 		– Sell
-500
Closed -$21.5K – 1243
2023
Q3 		$21.5K Hold
500
– – 0.01% 626
2023
Q2 		$15.9K Sell
500
-3
-0.6% -$97 0.01% 760
2023
Q1 		$17.7K Sell
503
-30
-6% -$1.11K 0.01% 769
2022
Q4 		$19.5K Sell
533
-430
-45% -$17.5K 0.01% 727
2022
Q3 		$41K Buy
963
+4
+0.4% +$169 0.02% 502
2022
Q2 		$34K Sell
959
-791
-45% -$24.4K 0.02% 493
2022
Q1 		$46K Buy
1,750
+1,250
+250% +$30.3K 0.02% 500
2021
Q4 		$12K Sell
500
-140
-22% -$3.4K 0.01% 878
2021
Q3 		$16K Buy
640
+140
+28% +$3.49K 0.01% 726
2021
Q2 		$12K Hold
500
– – 0.01% 935
2021
Q1 		$11K Buy
+500
New +$9.45K 0.01% 871
2020
Q4 		– Sell
-1,830
Closed -$30K – 1136
2020
Q3 		$30K Buy
+1,830
New +$26.9K 0.03% 404

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newbridge Financial Services Group's HRB Position: Q2 2026 in Review

Newbridge Financial Services Group held its H&R Block (HRB) position steady in Q2 2026 at 500 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Newbridge Financial Services Group first reported a position in HRB in Q3 2020 and has held it in 21 quarters since. The position peaked at $49.4K in Q1 2024. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Newbridge Financial Services Group held 500 shares of H&R Block worth $19K as of Q2 2026.
  • Newbridge Financial Services Group left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #720 holding.
  • Newbridge Financial Services Group first reported a position in H&R Block in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's H&R Block position peaked at $49.4K in Q1 2024.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.