VOYA Investment Management
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VOYA Investment Management’s H&R Block HRB Stock Holding History

VOYA Investment Management’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 		$4.36M Sell
137,415
-149,189
-52% -$5.2M ﹤0.01% 879
2025
Q4 		$12.5M Sell
286,604
-14,353
-5% -$671K 0.01% 595
2025
Q3 		$15.2M Sell
300,957
-48,668
-14% -$2.57M 0.02% 561
2025
Q2 		$19.2M Buy
349,625
+40,235
+13% +$2.32M 0.02% 541
2025
Q1 		$17M Sell
309,390
-28,541
-8% -$1.53M 0.02% 573
2024
Q4 		$17.9M Buy
337,931
+7,171
+2% +$421K 0.02% 578
2024
Q3 		$21M Sell
330,760
-51,086
-13% -$3.05M 0.02% 534
2024
Q2 		$20.7M Buy
381,846
+124,809
+49% +$6.21M 0.02% 532
2024
Q1 		$12.6M Sell
257,037
-10,590
-4% -$503K 0.01% 676
2023
Q4 		$12.9M Sell
267,627
-4,164
-2% -$186K 0.01% 654
2023
Q3 		$11.7M Sell
271,791
-159,203
-37% -$5.88M 0.01% 652
2023
Q2 		$13.7M Buy
430,994
+48,871
+13% +$1.58M 0.01% 623
2023
Q1 		$13.5M Buy
382,123
+120,979
+46% +$4.47M 0.01% 633
2022
Q4 		$9.53M Buy
261,144
+202,275
+344% +$8.22M 0.01% 735
2022
Q3 		$2.5M Sell
58,869
-3,201
-5% -$135K ﹤0.01% 1229
2022
Q2 		$2.19M Sell
62,070
-55,857
-47% -$1.72M 0.01% 1072
2022
Q1 		$3.07M Sell
117,927
-8,485
-7% -$206K 0.01% 985
2021
Q4 		$2.98M Sell
126,412
-41,162
-25% -$998K 0.01% 993
2021
Q3 		$4.19M Buy
167,574
+6,918
+4% +$172K 0.01% 900
2021
Q2 		$3.77M Sell
160,656
-27,615
-15% -$654K 0.01% 964
2021
Q1 		$4.1M Buy
188,271
+69,095
+58% +$1.31M 0.01% 917
2020
Q4 		$1.89M Sell
119,176
-6,218
-5% -$107K ﹤0.01% 1178
2020
Q3 		$2.04M Buy
125,394
+6,248
+5% +$91.9K ﹤0.01% 1023
2020
Q2 		$1.7M Buy
119,146
+22,659
+23% +$358K ﹤0.01% 1078
2020
Q1 		$1.36M Sell
96,487
-2,494
-3% -$52.2K ﹤0.01% 1097
2019
Q4 		$2.32M Sell
98,981
-16,010
-14% -$384K ﹤0.01% 1040
2019
Q3 		$2.72M Sell
114,991
-35,459
-24% -$938K 0.01% 944
2019
Q2 		$4.41M Buy
150,450
+1,542
+1% +$41.4K 0.01% 838
2019
Q1 		$3.56M Sell
148,908
-190,951
-56% -$4.69M 0.01% 887
2018
Q4 		$8.62M Sell
339,859
-44,574
-12% -$1.19M 0.02% 583
2018
Q3 		$9.9M Sell
384,433
-11,696
-3% -$297K 0.02% 617
2018
Q2 		$9.02M Buy
396,129
+280,691
+243% +$7.45M 0.02% 636
2018
Q1 		$2.93M Sell
115,438
-1,822
-2% -$47.9K 0.01% 939
2017
Q4 		$3.07M Sell
117,260
-4,573
-4% -$119K 0.01% 933
2017
Q3 		$3.23M Sell
121,833
-317
-0.3% -$9.21K 0.01% 901
2017
Q2 		$3.78M Sell
122,150
-199,976
-62% -$5.25M 0.01% 860
2017
Q1 		$7.49M Sell
322,126
-2,826
-0.9% -$63.2K 0.02% 680
2016
Q4 		$7.47M Buy
324,952
+9,793
+3% +$224K 0.02% 668
2016
Q3 		$7.3K Buy
315,159
+1,570
+0.5% +$36.7K 0.01% 686
2016
Q2 		$7.21M Buy
313,589
+115,242
+58% +$2.56M 0.02% 674
2016
Q1 		$5.24M Buy
198,347
+33,043
+20% +$1.04M 0.01% 741
2015
Q4 		$5.51M Sell
165,304
-34,183
-17% -$1.21M 0.01% 753
2015
Q3 		$7.22M Buy
199,487
+1,825
+0.9% +$61.8K 0.02% 658
2015
Q2 		$5.86M Sell
197,662
-6,122
-3% -$192K 0.01% 746
2015
Q1 		$6.54M Sell
203,784
-508
-0.2% -$17K 0.01% 726
2014
Q4 		$6.88M Sell
204,292
-12,505
-6% -$401K 0.02% 707
2014
Q3 		$6.72M Sell
216,797
-6,697
-3% -$218K 0.02% 708
2014
Q2 		$7.49M Buy
223,494
+2,477
+1% +$73.8K 0.02% 700
2014
Q1 		$6.67M Buy
221,017
+170
+0.1% +$5.1K 0.02% 714
2013
Q4 		$6.41M Sell
220,847
-1,625
-0.7% -$46.1K 0.01% 721
2013
Q3 		$5.93M Sell
222,472
-12,328
-5% -$359K 0.01% 730
2013
Q2 		$6.52M Buy
+234,800
New +$6.7M 0.02% 687

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

VOYA Investment Management's HRB Position: Q1 2026 in Review

VOYA Investment Management reduced its H&R Block (HRB) stake by 52% in Q1 2026, selling an estimated $5.2M and leaving 137,415 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #879.

VOYA Investment Management first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $21M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • VOYA Investment Management held 137,415 shares of H&R Block worth $4.36M as of Q1 2026.
  • VOYA Investment Management sold 149,189 H&R Block shares in Q1 2026, an estimated $5.2M.
  • H&R Block made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #879 holding.
  • VOYA Investment Management first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's H&R Block position peaked at $21M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.