Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$310,008
+$54,028 QoQ
Shares Held
8,141
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#326
of 536 holders
Holding Since
Jun 2022
17 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, 2026Dorsey & Whitney Trust CO LLC holds $310,008 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
8,141 | $310,008 |
All Filings in HRB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,008 | 8,141 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $255,980 | 8,065 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $377,487 | 8,662 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $435,558 | 8,613 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $476,772 | 8,686 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $476,946 | 8,686 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $434,714 | 8,227 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $522,824 | 8,227 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $446,148 | 8,227 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $404,026 | 8,227 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $397,938 | 8,227 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $354,253 | 8,227 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $261,237 | 8,197 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $259,862 | 7,372 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $269,151 | 7,372 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $313,604 | 7,372 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $260,378 | 7,372 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||