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H&R Block shares owned by West Branch Capital

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

Historical chart of West Branch Capital investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $405 8 50.63
2025-06-30 $440 8 55.00
2025-03-31 $440 8 55.00
2024-12-31 $423 8 52.88
2024-09-30 $509 8 63.63