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H&R Block shares owned by Center for Financial Planning

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in H&R Block

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All positions including H&R Block held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $113k 2.3k 49.11
2023-12-31 $111k 2.3k 48.37
2023-09-30 $99k 2.3k 43.06
2023-06-30 $73k 2.3k 31.87
2023-03-31 $81k 2.3k 35.25
2022-12-31 $84k 2.3k 36.51
2022-09-30 $98k 2.3k 42.55

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JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

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