Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,295,372
+$428,392 QoQ
Shares Held
40,812
+105.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026OSAIC HOLDINGS, INC. holds $9,390,961 across 9 Personal Services names. HRB ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
101,597 | $5,426,294 | |
| 2 | SCI |
Service Corp International
|
29,588 | $2,441,305 | |
| 3 | HRB |
H&R Block Inc
This page
|
40,812 | $1,295,372 | |
| 4 | FTDR |
Frontdoor, Inc.
|
2,193 | $115,921 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
604 | $49,605 | |
| 6 | CSV |
Carriage Services Inc
|
758 | $34,609 | |
| 7 | MED |
Medifast Inc
|
1,370 | $13,959 | |
| 8 | ANDG |
Andersen Group Inc.
|
500 | $13,600 |
All Filings in HRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,295,372 | 40,812 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $866,980 | 19,894 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $977,871 | 19,337 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,145,003 | 20,860 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,370,717 | 24,963 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $530,829 | 10,046 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,749,679 | 43,268 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,814,969 | 51,908 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,585,982 | 52,657 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,873,322 | 80,077 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,544,299 | 35,864 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $662,415 | 20,785 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $2,521,253 | 71,525 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,836,750 | 77,698 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,768,304 | 112,090 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,246,818 | 148,551 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $759,270 | 29,158 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $679,066 | 28,823 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,172,400 | 86,896 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $566,897 | 24,144 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $610,134 | 27,988 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,589,374 | 100,213 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,209,368 | 197,015 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,093,541 | 216,635 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,645,889 | 116,896 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||