Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$333,542
-$1,143,288 QoQ
Shares Held
8,759
-81.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 536 holders
Holding Since
Mar 2021
19 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, 2026Bridgewater Associates, LP holds $4,895,062 across 3 Personal Services names. HRB ranks #2 (6.8% of the industry book) .
All Filings in HRB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,542 | 8,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,476,830 | 46,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,857,444 | 455,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,658,669 | 606,262 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,735,380 | 632,818 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,797,165 | 524,443 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,274,751 | 440,476 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,679,147 | 309,664 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,551,311 | 157,686 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,977,670 | 345,707 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,430,421 | 381,030 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,213,417 | 330,084 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,581,679 | 175,139 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,132,569 | 117,236 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,039,694 | 138,036 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,049,024 | 48,167 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,959,528 | 140,417 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $232,875 | 8,943 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $266,701 | 12,234 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||