Oxford Asset Management’s H&R Block HRB Stock Holding History

Oxford Asset 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	-13,027	Closed	-$568K	–	602
2025 Q4	$568K	Buy	+13,027	New	+$609K	0.21%	164
2019 Q3	–	Sell	-29,015	Closed	-$850K	–	1822
2019 Q2	$850K	Buy	+29,015	New	+$780K	0.02%	1051
2019 Q1	–	Sell	-443,390	Closed	-$11.2M	–	1798
2018 Q4	$11.2M	Buy	443,390 +266,022	+150%	+$7.1M	0.29%	61
2018 Q3	$4.6M	Sell	177,368 -81,055	-31%	-$2.06M	0.1%	246
2018 Q2	$5.89M	Buy	+258,423	New	+$6.86M	0.11%	199
2018 Q1	–	Sell	-152,594	Closed	-$4.05M	–	1729
2017 Q4	$4.05M	Buy	+152,594	New	+$3.96M	0.09%	283
2017 Q3	–	Sell	-380,619	Closed	-$11.8M	–	1601
2017 Q2	$11.8M	Buy	380,619 +274,580	+259%	+$7.21M	0.23%	49
2017 Q1	$2.46M	Buy	+106,039	New	+$2.37M	0.06%	373

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

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 $2.9T AUM 29.55% 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

Oxford Asset Management's HRB Position: Q1 2026 in Review

Oxford Asset Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 13,027 shares — an estimated $568K sold.

Oxford Asset Management first reported a position in HRB in Q1 2017 and held it in 8 quarters. The position peaked at $11.8M in Q2 2017. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Oxford Asset Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Oxford Asset Management sold 13,027 H&R Block shares in Q1 2026, an estimated $568K.
Oxford Asset Management first reported a position in H&R Block in Q1 2017 and held it in 8 quarters.
Oxford Asset Management's H&R Block position peaked at $11.8M in Q2 2017.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.