Position in HRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,984,501
+$1,039,157 QoQ
Shares Held
52,114
+75.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 536 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $98,195,248 across 6 Personal Services names. HRB ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,194,426 | $49,855,341 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
240,815 | $17,068,967 | |
| 3 | SCI |
Service Corp International
|
200,372 | $15,220,257 | |
| 4 | FTDR |
Frontdoor, Inc.
|
153,818 | $11,934,738 | |
| 5 | ANDG |
Andersen Group Inc.
|
56,507 | $2,131,444 | |
| 6 | HRB |
H&R Block Inc
This page
|
52,114 | $1,984,501 |
All Filings in HRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,984,501 | 52,114 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $945,344 | 29,784 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,060,288 | 47,276 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,686,278 | 53,120 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $33,802,689 | 615,826 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $38,638,629 | 703,672 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $31,582,415 | 597,699 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,366,256 | 587,982 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,972,131 | 91,686 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,226,750 | 86,067 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,782,677 | 57,529 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,548,480 | 35,961 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,641,831 | 82,894 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,591,808 | 413,952 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,829,560 | 187,060 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,859,167 | 208,255 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,196,621 | 260,380 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,192,425 | 122,597 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,864,848 | 121,598 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,860,000 | 154,400 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,599,165 | 110,697 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,239,666 | 102,737 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,586,111 | 100,007 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,346,788 | 635,162 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,170,773 | 572,183 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,247,632 | 159,633 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||