HRB — BLOCK H & R INC

Ownership history in Caprock Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in BLOCK H & R INC (HRB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,005 -851 -17.5% 0.00% $202K $49.41
2024 Q4 REDUCED 4,856 -1,046 -17.7% 0.01% $259K $50.52
2024 Q3 ADDED 5,902 +746 +14.5% 0.01% $377K $60.37
2024 Q2 INITIATED 5,156 — — 0.01% $281K —
% of Fund (quarterly)    HRB price (monthly, adj. close)

Other funds also holding HRB

As of 2025 Q4 — sorted by position size

Framtiden Holdings Management Co LLC 13.0% Lodge Hill Capital, LLC 3Y 7Y 6.59% Prevatt Capital Ltd 4.41% Round Hill Asset Management 3Y 7Y 1.5% Rings Capital Management LLC 3Y 7Y 1.15% Aurora Investment Counsel 3Y 7Y 0.84% Cunning Capital Partners, LP 3Y 0.75% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.68% Kendall Capital Management 3Y 7Y 0.65% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 0.64%
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