Cambridge Investment Research Advisors, Inc.
Position in HRB — H&R Block Inc
CIK 1419186
FAIRFIELD, IA
Position in HRB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$820,243
+$282,250 QoQ
Shares Held
21,540
+27.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $3,436,293 across 3 Personal Services names. HRB ranks #2 (23.9% of the industry book) .
All Filings in HRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,243 | 21,540 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $537,993 | 16,950 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $748,835 | 17,183 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $804,669 | 15,912 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,060,859 | 19,327 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $896,570 | 16,328 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $804,647 | 15,228 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,238,208 | 19,484 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $876,953 | 16,171 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $792,389 | 16,135 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $763,665 | 15,788 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,025,172 | 23,808 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $592,463 | 18,590 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $666,366 | 18,904 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $741,262 | 20,303 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $770,952 | 18,123 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $615,945 | 17,439 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $456,689 | 17,538 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $441,914 | 18,757 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $335,575 | 13,423 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $389,674 | 16,596 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $377,968 | 17,338 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $251,016 | 15,827 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $544,639 | 33,434 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $433,512 | 30,358 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $333,991 | 23,721 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||