Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  H&R Block Inc. (HRB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% 1.56 SEC
2008   Q1 3,345,948 1.56 Reduce 1.56% 0.02 $20.76 $69,462,000 SEC
2007   Q4 3,398,961 1.34 Reduce 16.93% 0.90 $18.57 $63,119,000 SEC
2007   Q3 4,091,763 5.34 Reduce 0.46% <0.01 $21.18 $86,664,000 SEC
2007   Q2 4,110,833 2.04 Add 0.16% <0.01 $23.37 $96,070,000 SEC
2007   Q1 4,104,173 1.97 Add 2.96% 0.06 $21.04 $86,352,000 SEC
2006   Q4 3,986,033 2.17 Add 2.09% 0.04 $23.04 $91,838,000 SEC
2006   Q3 3,904,340 2.21 Reduce 0.71% 0.02 $21.74 $84,880,000 SEC
2006   Q2 3,932,276 2.60 Buy 2.60 $23.86 $93,824,000 SEC
2006   Q1 0 0.00 Sell 100.00% 3.00 SEC
2005   Q4 4,016,402 3.00 Reduce 4.28% <0.01 $24.55 $98,603,000 SEC
2005   Q3 4,195,795 0.20 Buy 0.20 $23.98 $100,615,000 SEC