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Custom Portfolio Group’s H&R Block HRB Stock Holding History

Custom Portfolio Group’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$5.46K Hold
100
– – ﹤0.01% 189
2024
Q1 		$4.94K Hold
100
– – ﹤0.01% 190
2023
Q4 		$4.84K Buy
+100
New +$4.46K ﹤0.01% 184

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Custom Portfolio Group's HRB Position: Q2 2024 in Review

Custom Portfolio Group held its H&R Block (HRB) position steady in Q2 2024 at 100 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Custom Portfolio Group first reported a position in HRB in Q4 2023 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • Custom Portfolio Group held 100 shares of H&R Block worth $5.46K as of Q2 2024.
  • Custom Portfolio Group left its H&R Block share count unchanged in Q2 2024.
  • H&R Block made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #189 holding.
  • Custom Portfolio Group first reported a position in H&R Block in Q4 2023 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.