Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$539,517
+$325,019 QoQ
Shares Held
14,168
+109.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 541 holders
Holding Since
Jun 2021
21 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, 2026Allworth Financial LP holds $1,384,884 across 8 Personal Services names. HRB ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
14,168 | $539,517 | |
| 2 | SCI |
Service Corp International
|
3,322 | $252,339 | |
| 3 | ANDG |
Andersen Group Inc.
|
6,000 | $226,320 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,718 | $192,651 | |
| 5 | ROL |
Rollins Inc
|
3,660 | $152,768 | |
| 6 | FTDR |
Frontdoor, Inc.
|
193 | $14,974 | |
| 7 | MED |
Medifast Inc
|
523 | $5,549 | |
| 8 | CSV |
Carriage Services Inc
|
20 | $766 |
All Filings in HRB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,517 | 14,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $214,498 | 6,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $251,848 | 5,779 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $294,570 | 5,825 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $273,297 | 4,979 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $165,938 | 3,022 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $209,669 | 3,968 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $104,603 | 1,646 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $134,219 | 2,475 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $123,904 | 2,523 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $107,913 | 2,231 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $440,202 | 10,223 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $323,990 | 10,166 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $345,238 | 9,794 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $357,651 | 9,796 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $620,530 | 14,587 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $384,140 | 10,876 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $282,794 | 10,860 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $255,861 | 10,860 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $268,625 | 10,745 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $249,451 | 10,624 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||