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H&R Block shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1M 114k 35.74
2025-12-31 $1.7M 40k 43.48
2025-09-30 $1.9M 39k 50.66
2025-06-30 $1.6M 29k 56.12
2025-03-31 $876k 16k 54.91
2024-12-31 $1.1M 21k 52.84
2024-06-30 $861k 16k 54.23
2024-03-31 $506k 10k 49.11
2023-12-31 $489k 10k 48.37
2023-09-30 $326k 7.6k 43.06

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View all positions for Wealth Enhancement Advisory Services

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