Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,018,240
-$58,032 QoQ
Shares Held
53,000
-19.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#150
of 536 holders
Holding Since
Jun 2023
13 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, 2026Kendall Capital Management holds $2,018,240 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
|
53,000 | $2,018,240 |
All Filings in HRB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018,240 | 53,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,076,272 | 65,415 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,084,592 | 70,780 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,298,933 | 65,235 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,426,233 | 62,420 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,006,322 | 54,750 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,775,949 | 52,535 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,894,384 | 45,545 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,293,386 | 42,290 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,522,655 | 31,005 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,256,410 | 25,975 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $749,674 | 17,410 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $203,489 | 6,385 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||