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H&R Block shares owned by CWC Advisors

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

Historical chart of CWC Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by CWC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $540k 11k 50.57
2025-06-30 $582k 11k 54.89
2025-03-31 $569k 10k 54.91
2024-12-31 $415k 7.9k 52.84
2024-09-30 $506k 8.0k 63.55

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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for CWC 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