Skip to main content

Private Trust Co NA

SEC CIK
0001277557
Latest filing
Jul 28, 2026

HRB holding history

H&R Block Inc in every 13F filed by Private Trust Co NA, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2022
Holdings of HRB by Private Trust Co NA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,123−100.0%Sold outHolders
Q4 20251,123$48.9K<0.1%−40−3.4%ReducedHolders
Q3 20251,163$58.8K<0.1%−1,120−49.1%ReducedHolders
Q2 20252,283$125.3K<0.1%−143−5.9%ReducedHolders
Q1 20252,426$133.2K<0.1%+143+6.3%AddedHolders
Q4 20242,283$120.6K<0.1%00.0%UnchangedHolders
Q3 20242,283$145.1K<0.1%00.0%UnchangedHolders
Q2 20242,283$123.8K<0.1%00.0%UnchangedHolders
Q1 20242,283$112.1K<0.1%−504−18.1%ReducedHolders
Q4 20232,787$134.8K<0.1%+468+20.2%AddedHolders
Q3 20232,319$99.9K<0.1%+195+9.2%AddedHolders
Q2 20232,124$67.7K<0.1%+505+31.2%AddedHolders
Q1 20231,619$57.1K<0.1%00.0%UnchangedHolders
Q4 20221,619$59.0K<0.1%00.0%UnchangedHolders
Q3 20221,619$69.0K<0.1%00.0%UnchangedHolders
Q2 20221,619$57.0K<0.1%+1,619NewHolders