Magnolia Wealth Management »

H&R Block shares owned by Magnolia Wealth Management

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Magnolia Wealth Management from 13F filings

Historical chart of Magnolia Wealth Management investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in H&R Block by Magnolia Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $951 30 31.73

More positions owned by Magnolia Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)
Apple (AAPL)
Comfort Systems USA (FIX)
Southern Company (SO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)

View all positions for Magnolia Wealth Management

Top funds holding H&R Block

BlackRock
FMR
Vanguard Group
Vanguard Portfolio Management
Vanguard Capital Management
Hanna Zanoni
State Street Corporation
Lazard Asset Management
Citadel Advisors
AQR Capital Management
Geode Capital Management
Northern Trust
Dimensional Fund Advisors
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block