Position in HRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$270,863
+$63,919 QoQ
Shares Held
7,113
+9.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 536 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $479,688 across 2 Personal Services names. HRB ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
7,113 | $270,863 | |
| 2 | ROL |
Rollins Inc
|
5,003 | $208,825 |
All Filings in HRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,863 | 7,113 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $206,944 | 6,520 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $202,429 | 4,645 | Shares | Defined | 2026-01-30 | |
| 2025-06-30 | $202,269 | 3,685 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $231,445 | 4,215 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $414,265 | 7,840 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $609,635 | 9,593 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $598,211 | 11,031 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,566,805 | 31,904 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,030,716 | 21,309 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||