NJ State Employees Deferred Compensation Plan’s H&R Block HRB Stock Holding History

NJ State Employees Deferred Compensation Plan’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
2025 Q4	–	Sell	-18,000	Closed	-$910K	–	187
2025 Q3	$910K	Hold	18,000	–	–	0.1%	195
2025 Q2	$988K	Hold	18,000	–	–	0.12%	177
2025 Q1	$988K	Hold	18,000	–	–	0.13%	171
2024 Q4	$951K	Hold	18,000	–	–	0.12%	180
2024 Q3	$1.14M	Hold	18,000	–	–	0.14%	162
2024 Q2	$976K	Hold	18,000	–	–	0.12%	171
2024 Q1	$884K	Hold	18,000	–	–	0.11%	190
2023 Q4	$871K	Hold	18,000	–	–	0.12%	189
2023 Q3	$775K	Hold	18,000	–	–	0.12%	185
2023 Q2	$574K	Hold	18,000	–	–	0.08%	248
2023 Q1	$635K	Hold	18,000	–	–	0.1%	227
2022 Q4	$657K	Hold	18,000	–	–	0.11%	202
2022 Q3	$766K	Hold	18,000	–	–	0.13%	172
2022 Q2	$636K	Hold	18,000	–	–	0.1%	205
2022 Q1	$469K	Hold	18,000	–	–	0.06%	309
2021 Q4	$424K	Hold	18,000	–	–	0.05%	331
2021 Q3	$450K	Hold	18,000	–	–	0.06%	305
2021 Q2	$423K	Hold	18,000	–	–	0.06%	333
2021 Q1	$392K	Hold	18,000	–	–	0.06%	349
2020 Q4	$285K	Hold	18,000	–	–	0.04%	388
2020 Q3	$293K	Hold	18,000	–	–	0.05%	329
2020 Q2	$257K	Hold	18,000	–	–	0.05%	357
2020 Q1	$253K	Hold	18,000	–	–	0.06%	323
2019 Q4	$423K	Hold	18,000	–	–	0.07%	310
2019 Q3	$425K	Hold	18,000	–	–	0.08%	293
2019 Q2	$527K	Hold	18,000	–	–	0.09%	235
2019 Q1	$431K	Hold	18,000	–	–	0.08%	320
2018 Q4	$457K	Hold	18,000	–	–	0.1%	248
2018 Q3	$464K	Hold	18,000	–	–	0.08%	341
2018 Q2	$410K	Hold	18,000	–	–	0.07%	368
2018 Q1	$457K	Hold	18,000	–	–	0.08%	326
2017 Q4	$472K	Hold	18,000	–	–	0.08%	342
2017 Q3	$477K	Hold	18,000	–	–	0.09%	326
2017 Q2	$556K	Hold	18,000	–	–	0.11%	263
2017 Q1	$419K	Hold	18,000	–	–	0.08%	291
2016 Q4	$414K	Hold	18,000	–	–	0.08%	286
2016 Q3	$417K	Hold	18,000	–	–	0.09%	282
2016 Q2	$414K	Hold	18,000	–	–	0.09%	285
2016 Q1	$458K	Hold	18,000	–	–	0.1%	280
2015 Q4	$600K	Hold	18,000	–	–	0.12%	252
2015 Q3	$652K	Hold	18,000	–	–	0.14%	234
2015 Q2	$534K	Hold	18,000	–	–	0.1%	278
2015 Q1	$577K	Hold	18,000	–	–	0.11%	277
2014 Q4	$606K	Hold	18,000	–	–	0.12%	271
2014 Q3	$558K	Hold	18,000	–	–	0.11%	282
2014 Q2	$603K	Hold	18,000	–	–	0.12%	282
2014 Q1	$543K	Hold	18,000	–	–	0.11%	291
2013 Q4	$523K	Hold	18,000	–	–	0.11%	298
2013 Q3	$480K	Hold	18,000	–	–	0.1%	300
2013 Q2	$500K	Buy	+18,000	New	+$514K	0.11%	290

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NJ State Employees Deferred Compensation Plan's HRB Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of H&R Block (HRB) in Q4 2025, closing a stake of 18,000 shares — an estimated $910K sold.

NJ State Employees Deferred Compensation Plan first reported a position in HRB in Q2 2013 and held it in 50 quarters. The position peaked at $1.14M in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 18,000 H&R Block shares in Q4 2025, an estimated $910K.
NJ State Employees Deferred Compensation Plan first reported a position in H&R Block in Q2 2013 and held it in 50 quarters.
NJ State Employees Deferred Compensation Plan's H&R Block position peaked at $1.14M in Q3 2024.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.