Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,587,492
+$4,920,274 QoQ
Shares Held
908,285
-2.8% QoQ
Ownership
0.737%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Derivatives in HRB
reported options exposure · as of Dec 31, 2023CallValue
$1,934,800
CallShares
40,000
PutValue
$3,627,750
PutShares
75,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $226,971,913 across 12 Personal Services names. HRB ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,820,770 | $75,998,938 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
755,359 | $53,539,843 | |
| 3 | SCI |
Service Corp International
|
543,699 | $41,299,375 | |
| 4 | HRB |
H&R Block Inc
This page
|
908,285 | $34,587,492 | |
| 5 | ANDG |
Andersen Group Inc.
|
310,065 | $11,695,650 | |
| 6 | FTDR |
Frontdoor, Inc.
|
109,704 | $8,511,931 | |
| 7 | CSV |
Carriage Services Inc
|
19,949 | $764,844 | |
| 8 | MED |
Medifast Inc
|
50,223 | $532,865 |
All Filings in HRB
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,587,492 | 908,285 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,667,218 | 934,695 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $40,743,681 | 934,917 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $39,656,891 | 784,198 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $41,526,808 | 756,546 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $40,608,963 | 739,555 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $43,513,263 | 823,491 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,006,286 | 173,191 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,265,417 | 263,054 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,850,439 | 241,304 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,627,750 | 75,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $1,934,800 | 40,000 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $10,655,570 | 220,293 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,935,170 | 370,069 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $9,309,767 | 292,117 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $22,208,169 | 630,019 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,408,378 | 394,642 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $13,430,557 | 315,716 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $13,216,284 | 374,187 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,504,419 | 441,798 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,132,966 | 430,092 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,766,025 | 470,641 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,861,089 | 590,336 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,704,721 | 628,657 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,747,674 | 299,349 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,304,994 | 387,047 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $328,440 | 23,000 | Call | Defined | 2020-07-31 | |
| 2020-06-30 | $5,377,248 | 376,558 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,070,365 | 147,043 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||