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HRB icon

Vestcor Inc’s H&R Block HRB Stock Holding History

Vestcor Inc’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 		$320K Sell
10,076
-19,418
-66% -$677K 0.01% 897
2025
Q4 		$1.28M Buy
29,494
+6,300
+27% +$295K 0.04% 422
2025
Q3 		$1.17M Buy
23,194
+6,852
+42% +$362K 0.04% 426
2025
Q2 		$897K Hold
16,342
– – 0.03% 524
2025
Q1 		$897K Buy
16,342
+8,338
+104% +$446K 0.03% 481
2024
Q4 		$423K Sell
8,004
-11,107
-58% -$653K 0.01% 739
2024
Q3 		$1.22M Hold
19,111
– – 0.04% 416
2024
Q2 		$1.04M Hold
19,111
– – 0.04% 422
2024
Q1 		$939K Buy
19,111
+11,107
+139% +$528K 0.03% 433
2023
Q4 		$387K Hold
8,004
– – 0.01% 747
2023
Q3 		$345K Hold
8,004
– – 0.01% 770
2023
Q2 		$255K Buy
8,004
+2,293
+40% +$74.1K 0.01% 772
2023
Q1 		$201K Sell
5,711
-12,499
-69% -$462K 0.01% 880
2022
Q4 		$665K Buy
18,210
+12,861
+240% +$523K 0.02% 585
2022
Q3 		$228K Buy
+5,349
New +$226K 0.01% 905
2020
Q3 		– Sell
-4,151
Closed -$59K – 931
2020
Q2 		$59K Sell
4,151
-160,529
-97% -$2.54M ﹤0.01% 758
2020
Q1 		$2.32M Buy
164,680
+6,286
+4% +$132K 0.13% 192
2019
Q4 		$3.72M Buy
+158,394
New +$3.8M 0.17% 169

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vestcor Inc's HRB Position: Q1 2026 in Review

Vestcor Inc reduced its H&R Block (HRB) stake by 66% in Q1 2026, selling an estimated $677K and leaving 10,076 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #897.

Vestcor Inc first reported a position in HRB in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.72M in Q4 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Vestcor Inc held 10,076 shares of H&R Block worth $320K as of Q1 2026.
  • Vestcor Inc sold 19,418 H&R Block shares in Q1 2026, an estimated $677K.
  • H&R Block made up 0.01% of Vestcor Inc's portfolio in Q1 2026, its #897 holding.
  • Vestcor Inc first reported a position in H&R Block in Q4 2019 and has held it in 18 quarters since.
  • Vestcor Inc's H&R Block position peaked at $3.72M in Q4 2019.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.