Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$389,291
New position
Shares Held
10,223
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 10%
Shared 0%
None 90%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $1,369,471 across 2 Personal Services names. HRB ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
23,483 | $980,180 | |
| 2 | HRB |
H&R Block Inc
This page
|
10,223 | $389,291 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,291 | 10,223 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||