PineBridge Investments’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-15,261
| Closed | -$665K | – | 527 |
|
|
2025
Q4 | $665K | Buy |
15,261
+6,153
| +68% | +$288K | ﹤0.01% | 464 |
|
|
2025
Q3 | $461K | Sell |
9,108
-20,925
| -70% | -$1.11M | ﹤0.01% | 494 |
|
|
2025
Q2 | $1.65M | Buy |
30,033
+3,877
| +15% | +$224K | 0.01% | 442 |
|
|
2025
Q1 | $1.44M | Sell |
26,156
-17,974
| -41% | -$961K | 0.01% | 452 |
|
|
2024
Q4 | $2.33M | Buy |
44,130
+11,604
| +36% | +$682K | 0.02% | 512 |
|
|
2024
Q3 | $2.07M | Buy |
32,526
+22,436
| +222% | +$1.34M | 0.02% | 466 |
|
|
2024
Q2 | $547K | Sell |
10,090
-345
| -3% | -$17.2K | ﹤0.01% | 477 |
|
|
2024
Q1 | $512K | Sell |
10,435
-592
| -5% | -$28.1K | ﹤0.01% | 509 |
|
|
2023
Q4 | $533K | Sell |
11,027
-1,328
| -11% | -$59.2K | ﹤0.01% | 494 |
|
|
2023
Q3 | $532K | Sell |
12,355
-4,628
| -27% | -$171K | 0.01% | 513 |
|
|
2023
Q2 | $541K | Sell |
16,983
-1,657
| -9% | -$53.5K | 0.01% | 491 |
|
|
2023
Q1 | $657K | Buy |
18,640
+4,378
| +31% | +$162K | 0.01% | 429 |
|
|
2022
Q4 | $521K | Buy |
+14,262
| New | +$580K | 0.01% | 452 |
|
|
2021
Q3 | – | Sell |
-2,700
| Closed | -$63K | – | 629 |
|
|
2021
Q2 | $63K | Buy |
+2,700
| New | +$63.9K | ﹤0.01% | 610 |
|
|
2020
Q3 | – | Sell |
-1,208
| Closed | -$17K | – | 672 |
|
|
2020
Q2 | $17K | Sell |
1,208
-14,967
| -93% | -$237K | ﹤0.01% | 609 |
|
|
2020
Q1 | $228K | Buy |
16,175
+15,007
| +1,285% | +$314K | 0.01% | 480 |
|
|
2019
Q4 | $27K | Sell |
1,168
-62
| -5% | -$1.49K | ﹤0.01% | 976 |
|
|
2019
Q3 | $29K | Buy |
+1,230
| New | +$32.5K | ﹤0.01% | 1071 |
|
|
2018
Q3 | – | Sell |
-7,942
| Closed | -$181K | – | 1128 |
|
|
2018
Q2 | $181K | Sell |
7,942
-6,517
| -45% | -$173K | ﹤0.01% | 891 |
|
|
2018
Q1 | $368K | Buy |
14,459
+2,971
| +26% | +$78.2K | 0.01% | 744 |
|
|
2017
Q4 | $301K | Buy |
11,488
+3,057
| +36% | +$79.3K | 0.01% | 873 |
|
|
2017
Q3 | $223K | Buy |
8,431
+4,738
| +128% | +$138K | 0.01% | 812 |
|
|
2017
Q2 | $114K | Buy |
+3,693
| New | +$96.9K | ﹤0.01% | 899 |
|
|
2016
Q4 | – | Sell |
-281
| Closed | -$7K | – | 1194 |
|
|
2016
Q3 | $7K | Buy |
+281
| New | +$6.58K | ﹤0.01% | 1092 |
|
|
2015
Q4 | – | Sell |
-12,517
| Closed | -$453K | – | 1149 |
|
|
2015
Q3 | $453K | Sell |
12,517
-108,837
| -90% | -$3.69M | 0.02% | 321 |
|
|
2015
Q2 | $3.6M | Buy |
121,354
+92,148
| +316% | +$2.89M | 0.14% | 145 |
|
|
2015
Q1 | $936K | Buy |
+29,206
| New | +$978K | 0.03% | 279 |
|
|
2014
Q4 | – | Sell |
-142,452
| Closed | -$4.42M | – | 1131 |
|
|
2014
Q3 | $4.42M | Buy |
142,452
+142,002
| +31,556% | +$4.63M | 0.18% | 142 |
|
|
2014
Q2 | $15K | Buy |
+450
| New | +$13.4K | ﹤0.01% | 1007 |
|
|
2014
Q1 | – | Sell |
-1,416
| Closed | -$41K | – | 1108 |
|
|
2013
Q4 | $41K | Sell |
1,416
-105,169
| -99% | -$2.99M | ﹤0.01% | 1034 |
|
|
2013
Q3 | $2.84M | Buy |
106,585
+76,966
| +260% | +$2.24M | 0.09% | 206 |
|
|
2013
Q2 | $822K | Buy |
+29,619
| New | +$845K | 0.03% | 335 |
|
Other funds holding HRB
VPM
VCM
PineBridge Investments's HRB Position: Q1 2026 in Review
PineBridge Investments sold out of H&R Block (HRB) in Q1 2026, closing a stake of 15,261 shares — an estimated $665K sold.
PineBridge Investments first reported a position in HRB in Q2 2013 and held it in 32 quarters. The position peaked at $4.42M in Q3 2014. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- PineBridge Investments reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
- PineBridge Investments sold 15,261 H&R Block shares in Q1 2026, an estimated $665K.
- PineBridge Investments first reported a position in H&R Block in Q2 2013 and held it in 32 quarters.
- PineBridge Investments's H&R Block position peaked at $4.42M in Q3 2014.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.