Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$692,446
+$677,846 QoQ
Shares Held
18,184
+3853.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 536 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Arax Advisory Partners holds $2,914,927 across 9 Personal Services names. HRB ranks #3 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
23,071 | $962,983 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
11,783 | $835,179 | |
| 3 | HRB |
H&R Block Inc
This page
|
18,184 | $692,446 | |
| 4 | SCI |
Service Corp International
|
2,197 | $166,884 | |
| 5 | FTDR |
Frontdoor, Inc.
|
2,052 | $159,214 | |
| 6 | MED |
Medifast Inc
|
7,470 | $79,256 | |
| 7 | CSV |
Carriage Services Inc
|
462 | $17,713 | |
| 8 | ANDG |
Andersen Group Inc.
|
25 | $943 |
All Filings in HRB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,446 | 18,184 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,600 | 460 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $75,916 | 1,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $486,281 | 9,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139,255 | 2,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $141,887 | 2,584 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $145,574 | 2,755 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $82,615 | 1,300 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $54,338 | 1,002 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||