Verition Fund Management’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 |
-9,144
| Closed | -$398K | – | 2861 |
|
|
2025
Q4 | $398K | Sell |
9,144
-9,419
| -51% | -$440K | ﹤0.01% | 2830 |
|
|
2025
Q3 | $939K | Sell |
18,563
-74,174
| -80% | -$3.92M | ﹤0.01% | 2581 |
|
|
2025
Q2 | $5.09M | Buy |
92,737
+47,886
| +107% | +$2.77M | 0.02% | 1097 |
|
|
2025
Q1 | $2.46M | Sell |
44,851
-41,300
| -48% | -$2.21M | 0.01% | 1426 |
|
|
2024
Q4 | $4.55M | Buy |
86,151
+61,571
| +250% | +$3.62M | 0.02% | 950 |
|
|
2024
Q3 | $1.56M | Buy |
24,580
+15,489
| +170% | +$923K | 0.01% | 1578 |
|
|
2024
Q2 | $493K | Buy |
+9,091
| New | +$453K | ﹤0.01% | 2056 |
|
|
2023
Q3 | – | Sell |
-7,796
| Closed | -$248K | – | 2485 |
|
|
2023
Q2 | $248K | Buy |
+7,796
| New | +$252K | ﹤0.01% | 1700 |
|
|
2022
Q4 | – | Sell |
-14,663
| Closed | -$624K | – | 2399 |
|
|
2022
Q3 | $624K | Buy |
14,663
+226
| +2% | +$9.56K | 0.01% | 1732 |
|
|
2022
Q2 | $510K | Buy |
+14,437
| New | +$446K | 0.01% | 1437 |
|
|
2021
Q3 | – | Sell |
-10,879
| Closed | -$255K | – | 2088 |
|
|
2021
Q2 | $255K | Buy |
+10,879
| New | +$258K | ﹤0.01% | 1434 |
|
|
2021
Q1 | – | Sell |
-11,315
| Closed | -$179K | – | 1630 |
|
|
2020
Q4 | $179K | Sell |
11,315
-5,297
| -32% | -$91.5K | ﹤0.01% | 978 |
|
|
2020
Q3 | $271K | Sell |
16,612
-56,565
| -77% | -$832K | 0.01% | 822 |
|
|
2020
Q2 | $1.04M | Buy |
+73,177
| New | +$1.16M | 0.03% | 399 |
|
|
2020
Q1 | – | Sell |
-42,858
| Closed | -$1.01M | – | 810 |
|
|
2019
Q4 | $1.01M | Buy |
42,858
+22,214
| +108% | +$533K | 0.02% | 448 |
|
|
2019
Q3 | $488K | Buy |
+20,644
| New | +$546K | 0.01% | 639 |
|
|
2018
Q4 | – | Sell |
-49,591
| Closed | -$1.28M | – | 1016 |
|
|
2018
Q3 | $1.28M | Sell |
49,591
-30,414
| -38% | -$772K | 0.05% | 471 |
|
|
2018
Q2 | $1.82M | Buy |
80,005
+70,176
| +714% | +$1.86M | 0.11% | 230 |
|
|
2018
Q1 | $250K | Sell |
9,829
-29,043
| -75% | -$764K | 0.02% | 901 |
|
|
2017
Q4 | $1.02M | Buy |
38,872
+27,242
| +234% | +$707K | 0.09% | 246 |
|
|
2017
Q3 | $308K | Sell |
11,630
-15,533
| -57% | -$451K | 0.02% | 855 |
|
|
2017
Q2 | $840K | Sell |
27,163
-2,966
| -10% | -$77.8K | 0.08% | 240 |
|
|
2017
Q1 | $700K | Buy |
+30,129
| New | +$674K | 0.07% | 400 |
|
|
2016
Q3 | – | Sell |
-54,025
| Closed | -$1.24M | – | 1210 |
|
|
2016
Q2 | $1.24M | Buy |
+54,025
| New | +$1.2M | 0.16% | 142 |
|
|
2015
Q3 | – | Sell |
-9,342
| Closed | -$277K | – | 612 |
|
|
2015
Q2 | $277K | Buy |
+9,342
| New | +$293K | 0.05% | 341 |
|
|
2013
Q3 | – | Sell |
-9,942
| Closed | -$276K | – | 602 |
|
|
2013
Q2 | $276K | Buy |
+9,942
| New | +$284K | 0.05% | 379 |
|
Other funds holding HRB
VPM
VCM
Verition Fund Management's HRB Position: Q1 2026 in Review
Verition Fund Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 9,144 shares — an estimated $398K sold.
Verition Fund Management first reported a position in HRB in Q2 2013 and held it in 26 quarters. The position peaked at $5.09M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Verition Fund Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
- Verition Fund Management sold 9,144 H&R Block shares in Q1 2026, an estimated $398K.
- Verition Fund Management first reported a position in H&R Block in Q2 2013 and held it in 26 quarters.
- Verition Fund Management's H&R Block position peaked at $5.09M in Q2 2025.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.