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Root Financial Partners, LLC

Position in HRB — H&R Block Inc

CIK 1977181 ENCINITAS, CA

Position in HRB

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$8,188
-$6,498 QoQ
Shares Held
258
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

All Filings in HRB

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,188 258
2025-12-31 $14,686 337
2025-09-30 $17,143 339