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Equibles

OSAIC HOLDINGS, INC.

Position in HRB — H&R Block Inc

CIK 1677044 SCOTTSDALE, AZ
Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,048,398
+$753,026 QoQ
Shares Held
53,792
+31.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 541 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 13% Shared 0% None 87%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $8,988,267 across 8 Personal Services names. HRB ranks #3 (22.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ROL
Rollins Inc
 103,649 $4,326,307
2 SCI
Service Corp International
 29,981 $2,277,356
3 HRB
H&R Block Inc
This page 		53,792 $2,048,398
4 FTDR
Frontdoor, Inc.
 2,109 $163,636
5 BFAM
Bright Horizons Family Solutions Inc.
 2,094 $148,421
6 MED
Medifast Inc
 1,370 $14,535
7 CSV
Carriage Services Inc
 242 $9,278
8 RGS
Regis Corp
 12 $336

All Filings in HRB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,048,398 53,792
2026-03-31 $1,295,372 40,812
2025-12-31 $866,980 19,894
2025-09-30 $977,871 19,337
2025-06-30 $1,145,003 20,860
2025-03-31 $1,370,717 24,963
2024-12-31 $530,829 10,046
2024-09-30 $2,749,679 43,268
2024-06-30 $2,814,969 51,908
2024-03-31 $2,585,982 52,657
2023-12-31 $3,873,322 80,077
2023-09-30 $1,544,299 35,864
2023-06-30 $662,415 20,785
2023-03-31 $2,521,253 71,525
2022-12-31 $2,836,750 77,698
2022-09-30 $4,768,304 112,090
2022-06-30 $5,246,818 148,551
2022-03-31 $759,270 29,158
2021-12-31 $679,066 28,823
2021-09-30 $2,172,400 86,896
2021-06-30 $566,897 24,144
2021-03-31 $610,134 27,988
2020-12-31 $1,589,374 100,213
2020-09-30 $3,209,368 197,015
2020-06-30 $3,093,541 216,635
2020-03-31 $1,645,889 116,896