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H&R Block shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial Strategies investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 3.2k 63.55
2022-09-30 $250k 5.9k 42.54
2022-06-30 $206k 5.8k 35.27
2021-12-31 $216k 9.2k 23.56
2021-09-30 $227k 9.1k 25.02

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

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