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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

HRB holding history

H&R Block Inc in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRB overviewAll 13F holders of HRBFull Q2 2026 holdings

Shares (Q2 2026)
12,533
Value
$477.3K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of HRB by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,533$477.3K<0.1%+12,533NewHolders
Q1 20260$00.0%−5,731−100.0%Sold outHolders
Q4 20255,731$249.8K<0.1%+1,213+26.8%AddedHolders
Q3 20254,518$228.5K<0.1%+191+4.4%AddedHolders
Q2 20254,327$237.5K<0.1%+32+0.7%AddedHolders
Q1 20254,295$235.9K<0.1%−6,371−59.7%ReducedHolders
Q4 202410,666$563.6K<0.1%−68−0.6%ReducedHolders
Q3 202410,734$682.2K<0.1%−10.0%ReducedHolders
Q2 202410,735$582.2K<0.1%+214+2.0%AddedHolders
Q1 202410,521$516.7K<0.1%+2,196+26.4%AddedHolders
Q4 20238,325$402.7K<0.1%+8,325NewHolders
Q2 20230$00.0%−51,715−100.0%Sold outHolders
Q1 202351,715$1.82M<0.1%−3,602−6.5%ReducedHolders
Q4 202255,317$2.02M<0.1%−4,003−6.7%ReducedHolders
Q3 202259,320$2.52M<0.1%−3,366−5.4%ReducedHolders
Q2 202262,686$2.21M<0.1%−1,535−2.4%ReducedHolders
Q1 202264,221$1.67M<0.1%+4,653+7.8%AddedHolders
Q4 202159,568$1.40M<0.1%+822+1.4%AddedHolders
Q3 202158,746$1.47M<0.1%+6,854+13.2%AddedHolders
Q2 202151,892$1.22M<0.1%+5,083+10.9%AddedHolders
Q1 202146,809$1.02M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.