Robertson Stephens Wealth Management, LLC H&R Block Inc Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,742 shares of HRB stock, worth $328,786. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,742
Previous 5,703
0.68%
Holding current value
$328,786
Previous $301,000
4.65%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding HRB
# of Institutions
628Shares Held
112MCall Options Held
247KPut Options Held
483K-
Black Rock Inc. New York, NY16.3MShares$933 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$811 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.63MShares$265 Million1.0% of portfolio
-
State Street Corp Boston, MA4.48MShares$256 Million0.01% of portfolio
-
Boston Partners Boston, MA3.77MShares$216 Million0.27% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $9.08B
- Description
- H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...