Position in HRB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$738,066
+$105,425 QoQ
Shares Held
19,382
-2.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#247
of 536 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Chesley Taft & Associates LLC holds $738,066 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
|
19,382 | $738,066 |
All Filings in HRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,066 | 19,382 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $632,641 | 19,932 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $443,208 | 10,170 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $488,556 | 9,661 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $537,153 | 9,786 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $530,320 | 9,658 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $493,578 | 9,341 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $597,370 | 9,400 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $509,762 | 9,400 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $472,536 | 9,622 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||