Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,292,111
+$557,236 QoQ
Shares Held
60,192
+51.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#138
of 536 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $2,292,111 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
|
60,192 | $2,292,111 |
All Filings in HRB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,111 | 60,192 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $1,734,875 | 39,809 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $613,008 | 12,122 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $1,040,549 | 18,957 | Shares | Defined | 2025-08-11 | |
| 2024-09-30 | $403,160 | 6,344 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $3,571,740 | 82,948 | Shares | Defined | 2023-11-09 | |
| 2022-06-30 | $2,476,744 | 70,123 | Shares | Defined | 2022-07-25 | |
| 2021-12-31 | $827,332 | 35,116 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $1,113,925 | 44,557 | Shares | Defined | 2021-11-09 | |
| 2021-03-31 | $1,499,404 | 68,780 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $850,857 | 53,648 | Shares | Defined | 2021-02-04 | |
| 2020-06-30 | $1,003,669 | 70,285 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,072,107 | 76,144 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||