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H&R Block shares owned by Thrive Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 4.0k 63.55
2024-06-30 $219k 4.0k 54.23

More positions owned by Thrive Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)

View all positions for Thrive Wealth Management

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