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H&R Block shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 52k 48.37

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Kla Corp Com New (KLAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
International Business Machines (IBM)

View all positions for Optimist Retirement Group

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Robeco Investment Management
Wellington Management Company
Hanna Zanoni
Geode Capital Management
Dimensional Fund Advisors
Citadel Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Pacer Advisors
Bank of New York Mellon

View all funds holding H&R Block