Back to HRB
PRINCIPAL FINANCIAL GROUP INC → HRB
PRINCIPAL FINANCIAL GROUP INC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
10
Latest value
$70K
Q3 2026
Peak value
$14.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.8M |
| Q3 2025 | $246K |
| Q4 2025 | $152K |
| Q4 2025 | $11.7M |
| Q1 2026 | $8.9M |
| Q1 2026 | $126K |
| Q2 2026 | $10.9M |
| Q2 2026 | $47K |
| Q3 2026 | $11.5M |
| Q3 2026 | $70K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $70K | 1.7K | — | — |
| Q3 2026 | $11.5M | 281.2K | — | — |
| Q2 2026 | $47K | 1.2K | — | — |
| Q2 2026 | $10.9M | 286.4K | — | — |
| Q1 2026 | $126K | 4.0K | — | — |
| Q1 2026 | $8.9M | 279.5K | — | — |
| Q4 2025 | $11.7M | 268.4K | — | — |
| Q4 2025 | $152K | 3.5K | — | — |
| Q3 2025 | $246K | 4.9K | — | — |
| Q3 2025 | $14.8M | 292.4K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M