Position in HRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,658,112
-$2,756,678 QoQ
Shares Held
673,795
-24.7% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#34
of 539 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Boston Trust Walden Corp holds $72,259,039 across 2 Personal Services names. HRB ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
613,493 | $46,600,927 | |
| 2 | HRB |
H&R Block Inc
This page
|
673,795 | $25,658,112 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,658,112 | 673,795 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $28,414,790 | 895,236 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $33,831,545 | 776,309 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $43,343,293 | 857,095 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $47,471,671 | 864,851 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $40,400,416 | 735,757 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $25,551,943 | 483,572 | Shares | Defined | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||