Position in HRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,576,435
+$2,213,170 QoQ
Shares Held
146,440
+38.2% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#83
of 539 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026SEIZERT CAPITAL PARTNERS, LLC holds $26,969,270 across 3 Personal Services names. HRB ranks #2 (20.7% of the industry book) .
All Filings in HRB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,576,435 | 146,440 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,363,265 | 105,963 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,210,176 | 96,608 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,063,248 | 80,349 | Shares | Sole | 2025-10-29 | |
| 2022-06-30 | $2,877,626 | 81,473 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,124,395 | 81,582 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,920,493 | 81,515 | Shares | Sole | 2022-02-08 | |
| 2020-09-30 | $9,481,806 | 582,063 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,905,065 | 343,492 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,390,274 | 382,832 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||