Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$416,176
New position
Shares Held
10,929
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#298
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026West Family Investments, Inc. holds $632,430 across 2 Personal Services names. HRB ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
10,929 | $416,176 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
3,051 | $216,254 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,176 | 10,929 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||