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H&R Block shares owned by Operose Advisors

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

Historical chart of Operose Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Operose Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 500 50.57
2025-06-30 $27k 500 54.89

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Mid-Cap ETF Etf (VO)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Common (MSFT)
iShares International Select Dividend ETF Etf (IDV)
NVIDIA Corp Common (NVDA)
Broadcom Common (AVGO)
iShares Russell 2000 ETF Etf (IWM)
Apple Common (AAPL)

View all positions for Operose Advisors

Top funds holding H&R Block

BlackRock
FMR
Vanguard Group
Hanna Zanoni
State Street Corporation
Robeco Investment Management
Geode Capital Management
AQR Capital Management
Dimensional Fund Advisors
Lazard Asset Management
Northern Trust
Wellington Management Company
Arrowstreet Capital, Limited Partnership
Royal Bank of Canada
Norges Bank Investment Management

View all funds holding H&R Block