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H&R Block shares owned by BCS Wealth Management

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by BCS Wealth Management from 13F filings

Historical chart of BCS Wealth Management investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 4.6k 48.36

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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for BCS Wealth Management

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Robeco Investment Management
Wellington Management Company
Hanna Zanoni
Geode Capital Management
Dimensional Fund Advisors
Citadel Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Pacer Advisors
Bank of New York Mellon

View all funds holding H&R Block