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H&R Block shares owned by Next Level Private

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Next Level Private from 13F filings

Historical chart of Next Level Private investment in H&R Block

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

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Quarterly reported holdings in H&R Block by Next Level Private

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 3.8k 63.55
2024-06-30 $203k 3.7k 54.23
2024-03-31 $217k 4.4k 49.11

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Top funds holding H&R Block

BlackRock
Charles Schwab Investment Management
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
LSV Asset Management
Invesco
Royal Bank of Canada

View all funds holding H&R Block