Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$634,906
+$546,225 QoQ
Shares Held
16,673
+496.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 541 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026MAI Capital Management holds $937,846 across 2 Personal Services names. HRB ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
16,673 | $634,906 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
4,274 | $302,940 |
All Filings in HRB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,906 | 16,673 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $88,681 | 2,794 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,120 | 760 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,487 | 504 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,774 | 506 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,745 | 50 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,019 | 95 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $478,037 | 8,815 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $447,932 | 9,121 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $442,972 | 9,158 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $382,674 | 8,887 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $284,312 | 8,921 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $492,830 | 13,981 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $723,482 | 19,816 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $870,453 | 20,462 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||