Position in HRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,182,726
+$1,212,561 QoQ
Shares Held
83,580
+34.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#121
of 536 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Vest Financial, LLC holds $3,182,726 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
83,580 | $3,182,726 |
All Filings in HRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,182,726 | 83,580 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,970,165 | 62,072 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $2,470,114 | 56,680 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $2,573,608 | 50,892 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $1,923,400 | 35,041 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,531,000 | 27,882 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||