Position in HRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$444,127
+$40,023 QoQ
Shares Held
11,663
+46.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#291
of 536 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Krilogy Financial LLC holds $934,545 across 2 Personal Services names. HRB ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFAM |
Bright Horizons Family Solutions Inc.
|
6,919 | $490,418 | |
| 2 | HRB |
H&R Block Inc
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|
11,663 | $444,127 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,127 | 11,663 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $404,104 | 7,991 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||