Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$265,722
+$45,556 QoQ
Shares Held
6,978
+38.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 536 holders
Holding Since
Mar 2022
11 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, 2026OneDigital Investment Advisors LLC holds $888,148 across 2 Personal Services names. HRB ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
14,912 | $622,426 | |
| 2 | HRB |
H&R Block Inc
This page
|
6,978 | $265,722 |
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,722 | 6,978 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $220,166 | 5,052 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,153 | 5,006 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $284,439 | 5,182 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $236,141 | 4,469 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $284,259 | 4,473 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $251,410 | 4,636 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $223,401 | 4,549 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $220,518 | 4,559 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $200,746 | 4,719 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $267,847 | 10,286 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||