Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$611,831
New position
Shares Held
16,067
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#268
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $611,831 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
16,067 | $611,831 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,831 | 16,067 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||