Position in HRB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$224,291
-$27,692 QoQ
Shares Held
5,890
-25.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#361
of 536 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $1,264,240 across 3 Personal Services names. HRB ranks #2 (17.7% of the industry book) .
All Filings in HRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,291 | 5,890 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $251,983 | 7,939 | Shares | Defined | 2026-05-15 | |
| 2023-12-31 | $224,727 | 4,646 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $379,660 | 8,817 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $556,832 | 17,472 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $620,576 | 17,605 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $863,790 | 23,659 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,133,393 | 26,643 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,181,348 | 33,447 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $879,292 | 33,767 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $916,295 | 38,892 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,113,425 | 44,537 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,585,956 | 67,545 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,502,848 | 68,938 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,196,002 | 75,410 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,095,111 | 67,226 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||