David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  H&R Block, Inc. (HRB)
← All HRB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2007   Q4 0 0.00 Sell 100.00% 0.94 $16.89–21.84 · VW $19.32i SEC
2007   Q3 669,040 0.94 Buy 0.94 $17.96–23.00 · VW $20.92i $14,170,000 SEC
2006   Q2 0 0.00 Sell 100.00% 0.18 $21.25–24.30 · VW $22.77i SEC
2006   Q1 125,875 0.18 Buy 0.18 $19.80–25.67 · VW $22.77i $2,725,000 SEC
Price snapshot:
Current price$40.86
52-week low$27.48
52-week high$54.70