Back to HRB
Sound Income Strategies, LLC → HRB
Sound Income Strategies, LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$11.7M
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $251K |
| Q4 2025 | $4.5M |
| Q1 2026 | $8.3M |
| Q2 2026 | $10M |
| Q3 2026 | $11.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.7M | 262.0K | — | — |
| Q2 2026 | $10M | 261.9K | — | — |
| Q1 2026 | $8.3M | 259.9K | — | — |
| Q4 2025 | $4.5M | 106.1K | — | — |
| Q3 2025 | $251K | 5.1K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M