Sage View Advisory Group, LLC H&R Block Inc Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,170 shares of HRB stock, worth $372,338. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,170
Previous 7,251
1.12%
Holding current value
$372,338
Previous $398 Million
0.1%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding HRB
# of Institutions
625Shares Held
108MCall Options Held
266KPut Options Held
333K-
Black Rock Inc. New York, NY16.3MShares$846 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.8MShares$719 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.43MShares$230 Million0.9% of portfolio
-
State Street Corp Boston, MA4.22MShares$219 Million0.01% of portfolio
-
Boston Partners Boston, MA3.23MShares$168 Million0.21% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.24B
- 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...