Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,259,534
+$1,024,081 QoQ
Shares Held
33,076
+610.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#201
of 536 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Derivatives in HRB
reported options exposure · as of Mar 31, 2020CallValue
$2,816
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026PRELUDE CAPITAL MANAGEMENT, LLC holds $2,040,322 across 2 Personal Services names. HRB ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
33,076 | $1,259,534 | |
| 2 | ROL |
Rollins Inc
|
18,706 | $780,788 |
All Filings in HRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,259,534 | 33,076 | Shares | Other | 2026-08-14 | |
| 2025-09-30 | $235,453 | 4,656 | Shares | Other | 2025-11-14 | |
| 2021-12-31 | $554,319 | 23,528 | Shares | Other | 2022-02-14 | |
| 2020-09-30 | $214,490 | 13,167 | Shares | Other | 2020-11-16 | |
| 2020-03-31 | $2,816 | 200 | Call | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||