Victory Capital 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 | $7.15M | Buy |
225,203
+56,962
| +34% | +$1.99M | ﹤0.01% | 1198 |
|
|
2025
Q4 | $7.33M | Buy |
168,241
+39,328
| +31% | +$1.84M | ﹤0.01% | 1159 |
|
|
2025
Q3 | $6.52M | Buy |
128,913
+51,689
| +67% | +$2.73M | ﹤0.01% | 1240 |
|
|
2025
Q2 | $4.24M | Sell |
77,224
-36,380
| -32% | -$2.1M | ﹤0.01% | 1366 |
|
|
2025
Q1 | $6.24M | Buy |
113,604
+38,999
| +52% | +$2.08M | 0.01% | 1212 |
|
|
2024
Q4 | $3.94M | Sell |
74,605
-424,936
| -85% | -$25M | ﹤0.01% | 1325 |
|
|
2024
Q3 | $31.7M | Sell |
499,541
-97,999
| -16% | -$5.84M | 0.03% | 647 |
|
|
2024
Q2 | $32.4M | Sell |
597,540
-60,966
| -9% | -$3.04M | 0.03% | 617 |
|
|
2024
Q1 | $32.3M | Buy |
658,506
+278,587
| +73% | +$13.2M | 0.03% | 637 |
|
|
2023
Q4 | $18.4M | Buy |
379,919
+3,721
| +1% | +$166K | 0.02% | 811 |
|
|
2023
Q3 | $16.2M | Sell |
376,198
-30,270
| -7% | -$1.12M | 0.02% | 827 |
|
|
2023
Q2 | $13M | Buy |
406,468
+2,629
| +0.7% | +$84.9K | 0.01% | 938 |
|
|
2023
Q1 | $14.2M | Sell |
403,839
-197,155
| -33% | -$7.29M | 0.02% | 910 |
|
|
2022
Q4 | $21.9M | Sell |
600,994
-123,976
| -17% | -$5.04M | 0.03% | 743 |
|
|
2022
Q3 | $30.8M | Sell |
724,970
-11,804
| -2% | -$500K | 0.04% | 634 |
|
|
2022
Q2 | $26M | Buy |
736,774
+142,333
| +24% | +$4.39M | 0.03% | 714 |
|
|
2022
Q1 | $15.5M | Buy |
594,441
+162,618
| +38% | +$3.95M | 0.02% | 975 |
|
|
2021
Q4 | $10.2M | Buy |
431,823
+204,677
| +90% | +$4.96M | 0.01% | 1125 |
|
|
2021
Q3 | $5.68M | Buy |
227,146
+11,758
| +5% | +$293K | 0.01% | 1294 |
|
|
2021
Q2 | $5.06M | Sell |
215,388
-1,163
| -0.5% | -$27.5K | ﹤0.01% | 1338 |
|
|
2021
Q1 | $4.72M | Sell |
216,551
-125,142
| -37% | -$2.37M | ﹤0.01% | 1357 |
|
|
2020
Q4 | $5.42M | Buy |
341,693
+19,284
| +6% | +$333K | 0.01% | 1221 |
|
|
2020
Q3 | $5.25M | Buy |
322,409
+68,866
| +27% | +$1.01M | 0.01% | 1187 |
|
|
2020
Q2 | $3.62M | Sell |
253,543
-669,279
| -73% | -$10.6M | ﹤0.01% | 1253 |
|
|
2020
Q1 | $13M | Buy |
922,822
+793,409
| +613% | +$16.6M | 0.01% | 1013 |
|
|
2019
Q4 | $3.04M | Buy |
129,413
+16,267
| +14% | +$391K | ﹤0.01% | 1353 |
|
|
2019
Q3 | $2.67M | Buy |
113,146
+42,513
| +60% | +$1.12M | ﹤0.01% | 1355 |
|
|
2019
Q2 | $2.07M | Buy |
70,633
+55,939
| +381% | +$1.5M | ﹤0.01% | 1133 |
|
|
2019
Q1 | $352K | Buy |
14,694
+2,709
| +23% | +$66.6K | ﹤0.01% | 1409 |
|
|
2018
Q4 | $304K | Buy |
11,985
+5,349
| +81% | +$143K | ﹤0.01% | 1474 |
|
|
2018
Q3 | $171K | Buy |
6,636
+1,086
| +20% | +$27.6K | ﹤0.01% | 1610 |
|
|
2018
Q2 | $126K | Buy |
5,550
+1,006
| +22% | +$26.7K | ﹤0.01% | 1689 |
|
|
2018
Q1 | $115K | Buy |
4,544
+450
| +11% | +$11.8K | ﹤0.01% | 1691 |
|
|
2017
Q4 | $107K | Buy |
4,094
+150
| +4% | +$3.89K | ﹤0.01% | 1685 |
|
|
2017
Q3 | $104K | Sell |
3,944
-120
| -3% | -$3.49K | ﹤0.01% | 1692 |
|
|
2017
Q2 | $126K | Buy |
4,064
+296
| +8% | +$7.77K | ﹤0.01% | 1635 |
|
|
2017
Q1 | $88K | Sell |
3,768
-352
| -9% | -$7.87K | ﹤0.01% | 1672 |
|
|
2016
Q4 | $95K | Sell |
4,120
-62
| -1% | -$1.42K | ﹤0.01% | 1575 |
|
|
2016
Q3 | $97K | Buy |
4,182
+1,317
| +46% | +$30.8K | ﹤0.01% | 1545 |
|
|
2016
Q2 | $66K | Sell |
2,865
-1,803,624
| -100% | -$40.1M | ﹤0.01% | 1441 |
|
|
2016
Q1 | $47.7M | Sell |
1,806,489
-315,057
| -15% | -$9.9M | 0.2% | 179 |
|
|
2015
Q4 | $70.7M | Sell |
2,121,546
-568,157
| -21% | -$20.2M | 0.29% | 101 |
|
|
2015
Q3 | $97.4M | Sell |
2,689,703
-689,007
| -20% | -$23.3M | 0.4% | 58 |
|
|
2015
Q2 | $100M | Sell |
3,378,710
-701,880
| -17% | -$22M | 0.37% | 67 |
|
|
2015
Q1 | $131M | Buy |
4,080,590
+59,985
| +1% | +$2.01M | 0.47% | 41 |
|
|
2014
Q4 | $135M | Buy |
4,020,605
+708,689
| +21% | +$22.7M | 0.5% | 31 |
|
|
2014
Q3 | $103M | Buy |
3,311,916
+1,294,286
| +64% | +$42.2M | 0.77% | 19 |
|
|
2014
Q2 | $67.2M | Buy |
+2,017,630
| New | +$60.1M | 0.46% | 52 |
|
|
2013
Q4 | – | Sell |
-157
| Closed | -$4K | – | 1008 |
|
|
2013
Q3 | $4K | Buy |
+157
| New | +$4.57K | ﹤0.01% | 1192 |
|
Other funds holding HRB
VPM
VCM
