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H&R Block shares owned by Castlekeep Investment Advisors

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Castlekeep Investment Advisors from 13F filings

Historical chart of Castlekeep Investment Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 50.57
2025-06-30 $1.3M 24k 54.89

More positions owned by Castlekeep Investment Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Bk Etf (KBE)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Great Lakes Dredge & Dock Corporation (GLDD)
Golub Capital BDC (GBDC)
Midcap Financial Invstmnt Com New (MFIC)
Boeing Company (BA)
Oaktree Specialty Lending Corp (OCSL)
Citigroup Com New (C)

View all positions for Castlekeep Investment Advisors

Top funds holding H&R Block

BlackRock
FMR
Vanguard Group
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Lazard Asset Management
Geode Capital Management
Northern Trust
AQR Capital Management
Franklin Resources
Dimensional Fund Advisors
Wellington Management Company
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block