Position in HRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$339,102
-$394,668 QoQ
Shares Held
8,905
-38.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#319
of 536 holders
Holding Since
Jun 2021
7 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, 2026Diversified Trust Co holds $822,875 across 2 Personal Services names. HRB ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTDR |
Frontdoor, Inc.
|
6,235 | $483,773 | |
| 2 | HRB |
H&R Block Inc
This page
|
8,905 | $339,102 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,102 | 8,905 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $733,770 | 14,510 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $306,395 | 5,582 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $558,571 | 10,571 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $249,250 | 5,153 | Shares | Sole | 2024-01-08 | |
| 2022-06-30 | $245,862 | 6,961 | Shares | Sole | 2022-07-12 | |
| 2021-06-30 | $339,145 | 14,444 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||