Position in HRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$127,339
+$11,615 QoQ
Shares Held
3,344
-8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#388
of 536 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Sterling Capital Management LLC holds $655,141 across 6 Personal Services names. HRB ranks #2 (19.4% of the industry book) .
All Filings in HRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,339 | 3,344 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $115,724 | 3,646 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $278,127 | 6,382 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $346,353 | 6,849 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,166 | 8,347 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $385,468 | 7,020 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,298,384 | 24,572 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,468,767 | 23,112 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||