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H&R Block shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5k 100 54.55
2024-03-31 $4.9k 100 49.43
2023-12-31 $4.8k 100 48.37

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding H&R Block

BlackRock
BlackRock
Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Geode Capital Management
Dimensional Fund Advisors
Pacer Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon

View all funds holding H&R Block