Position in HRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,131,680
+$800,060 QoQ
Shares Held
108,500
+3.4% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#104
of 536 holders
Holding Since
Mar 2020
18 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, 2026Janney Montgomery Scott LLC holds $15,630,528 across 6 Personal Services names. HRB ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
112,164 | $4,681,725 | |
| 2 | HRB |
H&R Block Inc
This page
|
108,500 | $4,131,680 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
45,030 | $3,191,726 | |
| 4 | FTDR |
Frontdoor, Inc.
|
21,201 | $1,644,985 | |
| 5 | SCI |
Service Corp International
|
21,089 | $1,601,920 | |
| 6 | CSV |
Carriage Services Inc
|
9,872 | $378,492 |
All Filings in HRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,131,680 | 108,500 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,331,620 | 104,966 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,258,201 | 97,710 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,766,403 | 74,479 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,718,138 | 67,738 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,671,996 | 66,873 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,528,655 | 66,780 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,202,243 | 66,125 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $3,302,352 | 67,244 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,242,531 | 67,036 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,884,761 | 66,994 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,189,596 | 68,704 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $2,851,211 | 78,094 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,238,017 | 76,117 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $397,086 | 25,037 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $400,473 | 24,584 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $352,016 | 24,651 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,167,996 | 153,977 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||