Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,528,795
+$7,079,483 QoQ
Shares Held
302,752
+116.0% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#53
of 536 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 16%
Shared 53%
None 31%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $21,051,671 across 6 Personal Services names. HRB ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
302,752 | $11,528,795 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
67,411 | $4,778,090 | |
| 3 | SCI |
Service Corp International
|
35,475 | $2,694,679 | |
| 4 | ROL |
Rollins Inc
|
35,976 | $1,501,637 | |
| 5 | FTDR |
Frontdoor, Inc.
|
4,065 | $315,402 | |
| 6 | CSV |
Carriage Services Inc
|
6,079 | $233,068 |
All Filings in HRB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,528,795 | 302,752 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,449,312 | 140,180 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,764,599 | 109,330 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,251,542 | 103,847 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,264,554 | 95,911 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,240,665 | 95,441 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $6,110,259 | 115,637 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,430,733 | 132,663 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,866,003 | 89,729 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,733,074 | 96,377 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,572,073 | 32,501 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,323,276 | 30,731 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,043,997 | 32,758 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,124,439 | 31,899 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,183,070 | 32,404 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||