Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$908,093
-$4,296,410 QoQ
Shares Held
23,847
-85.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 536 holders
Holding Since
Mar 2020
24 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, 2026SG Americas Securities, LLC holds $14,130,286 across 6 Personal Services names. HRB ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
249,657 | $10,420,683 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
19,067 | $1,351,468 | |
| 3 | HRB |
H&R Block Inc
This page
|
23,847 | $908,093 | |
| 4 | SCI |
Service Corp International
|
8,790 | $667,688 | |
| 5 | FTDR |
Frontdoor, Inc.
|
7,782 | $603,805 | |
| 6 | CSV |
Carriage Services Inc
|
4,657 | $178,549 |
All Filings in HRB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,093 | 23,847 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,204,503 | 163,973 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,144,327 | 95,097 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $259,828 | 5,138 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $275,438 | 5,018 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $796,963 | 14,514 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $318,730 | 6,032 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,560,088 | 24,549 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,941,869 | 54,248 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $637,806 | 13,186 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,401,990 | 32,559 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $243,072 | 7,627 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,460,689 | 41,438 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,541,817 | 42,230 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $725,562 | 17,056 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,600,984 | 45,328 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,277,953 | 87,479 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $950,104 | 40,327 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $867,022 | 36,926 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,257,642 | 57,690 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,226,891 | 203,461 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,011,055 | 62,066 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,563,045 | 179,485 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $955,539 | 67,865 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||