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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
2025-09-30 $8.6k 170 50.57
2025-06-30 $9.3k 170 54.89
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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View all positions for GoalVest Advisory

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