Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$420,060
+$198,452 QoQ
Shares Held
11,031
+58.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 536 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $420,060 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
11,031 | $420,060 |
All Filings in HRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,060 | 11,031 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $221,608 | 6,982 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $218,571 | 3,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $253,080 | 4,609 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $239,101 | 4,525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,769 | 4,245 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $218,221 | 4,024 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $203,610 | 4,146 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $207,168 | 4,283 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||