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Creative Planning HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
8
Latest value
$11.1M
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30K |
| Q3 2025 | $4.6M |
| Q4 2025 | $4.2M |
| Q1 2026 | $4M |
| Q2 2026 | $135K |
| Q2 2026 | $9.7M |
| Q3 2026 | $152K |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 272.5K | — | — |
| Q3 2026 | $152K | 3.7K | — | — |
| Q2 2026 | $9.7M | 254.2K | — | — |
| Q2 2026 | $135K | 3.6K | — | — |
| Q1 2026 | $4M | 127.6K | — | — |
| Q4 2025 | $4.2M | 97.2K | — | — |
| Q3 2025 | $4.6M | 90.8K | — | — |
| Q3 2025 | $30K | 595 | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M