Back to HRB
Vest Financial, LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $2.5M |
| Q1 2026 | $2M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 88.8K | — | — |
| Q2 2026 | $3.2M | 83.6K | — | — |
| Q1 2026 | $2M | 62.1K | — | — |
| Q4 2025 | $2.5M | 56.7K | — | — |
| Q3 2025 | $2.6M | 50.9K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M