Back to HRB
COMMONWEALTH EQUITY SERVICES, LLC → HRB
COMMONWEALTH EQUITY SERVICES, LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $2.4M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 38.3K | — | — |
| Q2 2026 | $1.6M | 41.5K | — | — |
| Q1 2026 | $2.4M | 77.2K | — | — |
| Q4 2025 | $1.6M | 37.1K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M