Position in HRB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,203,194
-$381,971 QoQ
Shares Held
57,857
-2.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#144
of 539 holders
Holding Since
Sep 2020
21 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, 2026Redwood Investment Management, LLC holds $2,203,194 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
|
57,857 | $2,203,194 |
All Filings in HRB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,203,194 | 57,857 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $2,585,165 | 59,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,195,063 | 63,181 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $4,800,075 | 87,449 | Shares | Sole | 2026-08-26 | |
| 2025-03-31 | $5,087,631 | 92,654 | Shares | Sole | 2026-08-27 | |
| 2024-12-31 | $5,413,563 | 102,452 | Shares | Sole | 2026-08-27 | |
| 2024-09-30 | $4,852,042 | 76,350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,000,983 | 110,658 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,979,267 | 142,115 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,051,135 | 125,101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,586,976 | 36,855 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,559,424 | 44,239 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,497,640 | 41,020 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,271,265 | 29,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,254,248 | 35,511 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,367,126 | 52,501 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $5,537,700 | 221,508 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,565,320 | 151,845 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $3,009,032 | 138,029 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,098,468 | 132,312 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,194,859 | 196,124 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||