Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$815,901
+$181,643 QoQ
Shares Held
21,426
+7.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 536 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Baird Financial Group, Inc. holds $23,914,769 across 3 Personal Services names. HRB ranks #2 (3.4% of the industry book) .
All Filings in HRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,901 | 21,426 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $634,258 | 19,983 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $810,107 | 18,589 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $871,775 | 17,239 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $853,702 | 15,553 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $945,493 | 17,219 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $903,509 | 17,099 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $991,950 | 15,609 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $881,995 | 16,264 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $627,378 | 12,775 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $627,792 | 12,979 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $562,618 | 13,066 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $362,296 | 11,368 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $349,009 | 9,901 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $360,206 | 9,866 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $420,208 | 9,878 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $357,966 | 10,135 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $285,918 | 10,980 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $219,461 | 9,315 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $232,875 | 9,315 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $217,001 | 9,242 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $204,745 | 9,392 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $9,200,574 | 564,799 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,478,449 | 453,673 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $4,962,705 | 352,465 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||