Summit Trail Advisors, LLC H&R Block Inc Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 22,930 shares of HRB stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,930Holding current value
$1.02 Million% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding HRB
# of Institutions
622Shares 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...