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Versor Investments’s H&R Block HRB Stock Holding History

Versor Investments’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
-20,100
Closed -$876K – 298
2025
Q4 		$876K Buy
20,100
+3,464
+21% +$162K 0.14% 173
2025
Q3 		$841K Buy
+16,636
New +$879K 0.15% 157
2024
Q4 		– Sell
-31,900
Closed -$2.03M – 852
2024
Q3 		$2.03M Buy
31,900
+16,140
+102% +$962K 0.32% 48
2024
Q2 		$855K Buy
+15,760
New +$785K 0.16% 191
2024
Q1 		– Sell
-13,149
Closed -$636K – 775
2023
Q4 		$636K Buy
13,149
+1,297
+11% +$57.8K 0.13% 258
2023
Q3 		$510K Sell
11,852
-1,400
-11% -$51.7K 0.1% 300
2023
Q2 		$422K Buy
+13,252
New +$428K 0.07% 313
2023
Q1 		– Sell
-21,481
Closed -$784K – 785
2022
Q4 		$784K Sell
21,481
-22,740
-51% -$924K 0.07% 211
2022
Q3 		$1.88M Buy
+44,221
New +$1.87M 0.11% 98
2019
Q4 		– Sell
-26,700
Closed -$631K – 328
2019
Q3 		$631K Sell
26,700
-2,700
-9% -$71.4K 0.04% 197
2019
Q2 		$861K Buy
29,400
+12,600
+75% +$339K 0.06% 178
2019
Q1 		$402K Buy
16,800
+1,300
+8% +$32K 0.04% 202
2018
Q4 		$393K Buy
+15,500
New +$414K 0.09% 191
2018
Q3 		– Sell
-21,100
Closed -$481K – 262
2018
Q2 		$481K Sell
21,100
-27,900
-57% -$740K 0.16% 169
2018
Q1 		$1.25M Buy
49,000
+3,500
+8% +$92.1K 0.42% 81
2017
Q4 		$1.19M Buy
45,500
+30,900
+212% +$802K 0.35% 81
2017
Q3 		$387K Buy
14,600
+7,800
+115% +$227K 0.13% 96
2017
Q2 		$210K Buy
+6,800
New +$178K 0.06% 165

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Versor Investments's HRB Position: Q1 2026 in Review

Versor Investments sold out of H&R Block (HRB) in Q1 2026, closing a stake of 20,100 shares — an estimated $876K sold.

Versor Investments first reported a position in HRB in Q2 2017 and held it in 18 quarters. The position peaked at $2.03M in Q3 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Versor Investments reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 20,100 H&R Block shares in Q1 2026, an estimated $876K.
  • Versor Investments first reported a position in H&R Block in Q2 2017 and held it in 18 quarters.
  • Versor Investments's H&R Block position peaked at $2.03M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.