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Savant Capital, LLC

Position in HRB — H&R Block Inc

CIK 1482880 ROCKFORD, IL

Position in HRB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$282,591
+$59,462 QoQ
Shares Held
7,421
+44.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 536 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority Sole 67% Shared 12% None 21%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

Savant Capital, LLC holds $821,245 across 3 Personal Services names. HRB ranks #2 (34.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 HRB
H&R Block Inc
This page
7,421 $282,591

All Filings in HRB

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $282,591 7,421
2025-12-31 $223,129 5,120
2024-12-31 $592,653 11,216
2024-09-30 $884,806 13,923
2024-06-30 $1,186,064 21,871