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H&R Block shares owned by United Financial Planning Group

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in H&R Block

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All positions including H&R Block held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3k 105 31.74

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding H&R Block

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

View all funds holding H&R Block