Position in HRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$394,280
+$393,807 QoQ
Shares Held
10,354
+94027.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 536 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $394,280 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
|
10,354 | $394,280 |
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,280 | 10,354 | Shares | Sole | 2026-07-28 | |
| 2023-09-30 | $473 | 11 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $634 | 18 | Shares | Sole | 2023-05-16 | |
| 2021-12-31 | $207,940 | 8,826 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $205,225 | 8,209 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||