Nisa Investment Advisors’s H&R Block HRB Stock Holding History

Nisa Investment 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	$3.83M	Buy	119,136 +7,553	+7%	+$263K	0.01%	449
2025 Q4	$4.91M	Sell	111,583 -7,900	-7%	-$369K	0.02%	417
2025 Q3	$6.09M	Buy	119,483 +41,068	+52%	+$2.17M	0.02%	361
2025 Q2	$4.34M	Buy	78,415 +17,530	+29%	+$1.01M	0.02%	443
2025 Q1	$3.37M	Sell	60,885 -11,597	-16%	-$620K	0.02%	515
2024 Q4	$3.86M	Sell	72,482 -10,845	-13%	-$637K	0.02%	512
2024 Q3	$5.33M	Sell	83,327 -63,953	-43%	-$3.81M	0.03%	424
2024 Q2	$8.03M	Buy	147,280 +8,791	+6%	+$438K	0.05%	320
2024 Q1	$6.85M	Sell	138,489 -16,565	-11%	-$787K	0.04%	357
2023 Q4	$7.5M	Buy	155,054 +38,476	+33%	+$1.71M	0.05%	310
2023 Q3	$5.02M	Sell	116,578 -23,243	-17%	-$858K	0.04%	405
2023 Q2	$4.46M	Sell	139,821 -10,179	-7%	-$329K	0.03%	461
2023 Q1	$5.29M	Buy	150,000 +31,897	+27%	+$1.18M	0.04%	406
2022 Q4	$4.31M	Buy	118,103 +7,730	+7%	+$314K	0.03%	488
2022 Q3	$4.68M	Buy	110,373 +39,603	+56%	+$1.68M	0.04%	391
2022 Q2	$2.5M	Buy	70,770 +1,900	+3%	+$58.7K	0.02%	575
2022 Q1	$1.79M	Buy	+68,870	New	+$1.67M	0.01%	696
2021 Q4	–	Sell	-75,360	Closed	-$1.88K	–	2280
2021 Q3	$1.88K	Hold	75,360	–	–	0.01%	716
2021 Q2	$1.77K	Hold	75,360	–	–	0.01%	752
2021 Q1	$1.64K	Sell	75,360 -6,000	-7%	-$113K	0.01%	774
2020 Q4	$1.29M	Buy	81,360 +13,500	+20%	+$233K	0.01%	829
2020 Q3	$1.1M	Sell	67,860 -9,300	-12%	-$137K	0.01%	776
2020 Q2	$1.1M	Buy	77,160 +13,100	+20%	+$207K	0.01%	761
2020 Q1	$902K	Sell	64,060 -300	-0.5%	-$6.28K	0.01%	739
2019 Q4	$1.51M	Sell	64,360 -73,674	-53%	-$1.77M	0.01%	743
2019 Q3	$3.26M	Buy	138,034 +7,471	+6%	+$198K	0.03%	485
2019 Q2	$3.83M	Sell	130,563 -6,432	-5%	-$173K	0.04%	430
2019 Q1	$3.28M	Buy	136,995 +1,058	+0.8%	+$26K	0.03%	473
2018 Q4	$3.45M	Buy	135,937 +36,642	+37%	+$978K	0.04%	412
2018 Q3	$2.56M	Sell	99,295 -21,048	-17%	-$534K	0.02%	563
2018 Q2	$2.74M	Sell	120,343 -10,153	-8%	-$269K	0.03%	504
2018 Q1	$3.31M	Sell	130,496 -4,861	-4%	-$128K	0.03%	458
2017 Q4	$3.55M	Buy	135,357 +10,617	+9%	+$276K	0.04%	435
2017 Q3	$3.3M	Buy	124,740 +11,215	+10%	+$326K	0.04%	442
2017 Q2	$3.48M	Buy	113,525 +10,201	+10%	+$268K	0.04%	417
2017 Q1	$2.4M	Sell	103,324 -2,121	-2%	-$47.4K	0.03%	547
2016 Q4	$2.42M	Sell	105,445 -2,158	-2%	-$49.3K	0.03%	546
2016 Q3	$2.49M	Buy	107,603 +36,218	+51%	+$847K	0.03%	495
2016 Q2	$1.64M	Buy	71,385 +3,625	+5%	+$80.6K	0.02%	607
2016 Q1	$1.79M	Hold	67,760	–	–	0.03%	574
2015 Q4	$2.26M	Sell	67,760 -5,000	-7%	-$178K	0.03%	496
2015 Q3	$2.61M	Hold	72,760	–	–	0.04%	448
2015 Q2	$2.16M	Hold	72,760	–	–	0.03%	539
2015 Q1	$2.33M	Sell	72,760 -2,400	-3%	-$80.4K	0.03%	527
2014 Q4	$2.53M	Sell	75,160 -9,000	-11%	-$288K	0.03%	501
2014 Q3	$2.61M	Buy	84,160 +9,000	+12%	+$293K	0.04%	471
2014 Q2	$2.52M	Hold	75,160	–	–	0.04%	497
2014 Q1	$2.27M	Hold	75,160	–	–	0.03%	514
2013 Q4	$2.18M	Sell	75,160 -700	-0.9%	-$19.9K	0.03%	518
2013 Q3	$2.02M	Hold	75,860	–	–	0.03%	525
2013 Q2	$2.1M	Buy	+75,860	New	+$2.16M	0.03%	501

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nisa Investment Advisors's HRB Position: Q1 2026 in Review

Nisa Investment Advisors increased its H&R Block (HRB) stake by 6.8% in Q1 2026, buying an estimated $263K and bringing the position to 119,136 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #449.

Nisa Investment Advisors first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.03M in Q2 2024. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Nisa Investment Advisors held 119,136 shares of H&R Block worth $3.83M as of Q1 2026.
Nisa Investment Advisors bought 7,553 H&R Block shares in Q1 2026, an estimated $263K.
H&R Block made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #449 holding.
Nisa Investment Advisors first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
Nisa Investment Advisors's H&R Block position peaked at $8.03M in Q2 2024.
483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.