Position in HRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,718,167
+$1,986,524 QoQ
Shares Held
360,246
-2.5% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#46
of 536 holders
Holding Since
Mar 2020
17 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, 2026ALPS ADVISORS INC holds $28,922,207 across 3 Personal Services names. HRB ranks #2 (47.4% of the industry book) .
All Filings in HRB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,718,167 | 360,246 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $11,731,643 | 369,617 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $16,938,587 | 388,678 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $20,807,025 | 411,450 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $17,039,227 | 310,425 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $17,203,961 | 313,312 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $15,788,274 | 298,794 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $16,315,826 | 256,740 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,977,018 | 202,416 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,805,619 | 179,304 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $7,593,363 | 156,985 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,043,986 | 140,362 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,635,377 | 51,314 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,246,968 | 35,375 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,623,088 | 44,456 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,795,400 | 42,205 | Shares | Other | 2022-11-14 | |
| 2020-03-31 | $416,711 | 29,596 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||