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H&R Block shares owned by GoalVest Advisory

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0k 40 49.10
2023-12-31 $2.9k 60 48.37
2022-06-30 $22k 600 36.67
2022-03-31 $0 11 0.00

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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