H&R Block shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in H&R Block
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Quarterly reported holdings in H&R Block by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $899k | 18k | 50.57 |
| 2025-06-30 | $861k | 16k | 54.89 |
| 2025-03-31 | $686k | 13k | 54.91 |
| 2024-12-31 | $538k | 10k | 52.84 |
| 2024-09-30 | $567k | 8.9k | 63.55 |
| 2022-06-30 | $29k | 830 | 34.94 |
| 2022-03-31 | $45k | 1.7k | 26.21 |
| 2021-12-31 | $65k | 2.8k | 23.59 |
| 2021-09-30 | $55k | 2.2k | 24.83 |
| 2021-06-30 | $31k | 1.3k | 23.31 |
| 2021-03-31 | $18k | 830 | 21.69 |
| 2020-12-31 | $13k | 830 | 15.66 |
| 2020-09-30 | $14k | 830 | 16.87 |
| 2020-06-30 | $12k | 862 | 13.92 |
| 2020-03-31 | $12k | 871 | 13.78 |
| 2019-12-31 | $20k | 863 | 23.17 |
| 2019-09-30 | $20k | 864 | 23.15 |
| 2019-06-30 | $27k | 925 | 29.19 |
| 2019-03-31 | $22k | 900 | 24.44 |
| 2018-12-31 | $21k | 830 | 25.30 |
| 2018-09-30 | $21k | 830 | 25.30 |
| 2017-06-30 | $2.0k | 75 | 26.67 |
| 2017-03-31 | $5.0k | 225 | 22.22 |
| 2016-12-31 | $5.0k | 225 | 22.22 |
More positions owned by Patriot Financial Group Insurance Agency
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