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H&R Block shares owned by Capital Financial Group

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

Historical chart of Capital Financial Group investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Capital Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $612k 16k 38.08

More positions owned by Capital Financial Group

Spdr Series Trust St Str P500etf (SPYM)
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Goldman Sachs Etf Tr Activebeta Us (GSSC)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust St Str Aggre Etf (SPAB)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
JPMorgan Chase & Co. (JPM)
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Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Johnson & Johnson (JNJ)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Capital Financial Group

Top funds holding H&R Block

BlackRock
FMR
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Hanna Zanoni
Lazard Asset Management
Geode Capital Management
Northern Trust
Dimensional Fund Advisors
First Trust Advisors
Morgan Stanley
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block