Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,000
-$14,738 QoQ
Shares Held
604
-49.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $819,809 across 7 Personal Services names. HRB ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
11,347 | $473,623 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,558 | $181,311 | |
| 3 | SCI |
Service Corp International
|
1,634 | $124,118 | |
| 4 | HRB |
H&R Block Inc
This page
|
604 | $23,000 | |
| 5 | CSV |
Carriage Services Inc
|
283 | $10,850 | |
| 6 | MED |
Medifast Inc
|
439 | $4,657 | |
| 7 | FTDR |
Frontdoor, Inc.
|
29 | $2,250 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,000 | 604 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,738 | 1,189 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $64,367 | 1,477 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $281,877 | 5,574 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $408,162 | 7,436 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $441,696 | 8,044 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $510,962 | 9,670 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $606,966 | 9,551 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $200,922 | 3,705 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $52,253 | 1,064 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $75,602 | 1,563 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $30,357 | 705 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $52,203 | 1,638 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $59,537 | 1,689 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $180 | 5,946 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $259,323 | 6,096 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $107,443 | 3,042 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $27,107 | 1,041 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $169,207 | 7,182 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $189,775 | 7,591 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $181,688 | 7,738 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $223,580 | 10,256 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $51,116 | 3,223 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $79,576 | 4,885 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $186,810 | 13,082 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $238,036 | 16,906 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||