Back to HRB
Midwest Trust Co HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$6.8M
Q3 2026
Peak value
$8.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q4 2025 | $7.4M |
| Q1 2026 | $5.3M |
| Q2 2026 | $6.2M |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 166.5K | — | — |
| Q2 2026 | $6.2M | 163.7K | — | — |
| Q1 2026 | $5.3M | 167.1K | — | — |
| Q4 2025 | $7.4M | 170.3K | — | — |
| Q3 2025 | $8.8M | 173.8K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M