Trifecta Capital Advisors »

H&R Block shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Trifecta Capital Advisors 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $647 17 38.12
2025-06-30 $988 18 54.94

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Caterpillar (CAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advanced Micro Devices (AMD)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Trifecta Capital Advisors

Top funds holding H&R Block

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

View all funds holding H&R Block