Back to HRB
Optimist Retirement Group LLC → HRB
Optimist Retirement Group LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 59.4K | — | — |
| Q2 2026 | $2.2M | 58.1K | — | — |
| Q1 2026 | $1.8M | 57.8K | — | — |
| Q4 2025 | $1.8M | 42.3K | — | — |
| Q3 2025 | $2.1M | 41.8K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M