Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,907,046
-$2,436,676 QoQ
Shares Held
102,601
-29.5% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#110
of 536 holders
Holding Since
Jun 2020
19 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, 2026HRT FINANCIAL LP holds $44,713,822 across 8 Personal Services names. HRB ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
253,004 | $19,218,183 | |
| 2 | ROL |
Rollins Inc
|
294,868 | $12,307,790 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
89,353 | $6,333,340 | |
| 4 | HRB |
H&R Block Inc
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|
102,601 | $3,907,046 | |
| 5 | CSV |
Carriage Services Inc
|
62,690 | $2,403,534 | |
| 6 | ANDG |
Andersen Group Inc.
|
11,561 | $436,080 | |
| 7 | MRM |
Medirom Healthcare Technologies Inc.
|
54,755 | $56,397 | |
| 8 | TRNR |
Interactive Strength, Inc.
|
10,924 | $51,452 |
All Filings in HRB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,907,046 | 102,601 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $6,343,722 | 145,565 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,792,143 | 74,988 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,153,595 | 57,453 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,518,070 | 482,937 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,571,428 | 87,670 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,910,908 | 127,437 | Shares | Defined | 2024-08-12 | |
| 2023-12-31 | $4,590,554 | 94,905 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $9,712,656 | 225,561 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,247,170 | 101,888 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,382,943 | 237,814 | Shares | Defined | 2023-05-12 | |
| 2022-06-30 | $2,958,933 | 83,775 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,249,339 | 239,990 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,508,075 | 64,010 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $988,650 | 39,546 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,434,328 | 231,445 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $2,937,065 | 185,187 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,163,778 | 194,216 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,550,550 | 178,610 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||