Sage View Advisory Group, LLC H&R Block Inc Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 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 4,213 shares of HRB stock, worth $186,509. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,213
Previous 7,170
41.24%
Holding current value
$186,509
Previous $399 Million
46.54%
% of portfolio
0.01%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding HRB
# of Institutions
620Shares Held
105MCall Options Held
217KPut Options Held
240K-
Black Rock Inc. New York, NY16.3MShares$722 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.7MShares$605 Million0.01% of portfolio
-
State Street Corp Boston, MA4.16MShares$184 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.09MShares$181 Million0.72% of portfolio
-
Boston Partners Boston, MA3.89MShares$172 Million0.22% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $7.02B
- 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...