Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$187,314
+$53,151 QoQ
Shares Held
4,919
+16.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#381
of 541 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $7,943,999 across 7 Personal Services names. HRB ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
95,508 | $7,254,785 | |
| 2 | ROL |
Rollins Inc
|
7,888 | $329,243 | |
| 3 | HRB |
H&R Block Inc
This page
|
4,919 | $187,314 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,523 | $107,949 | |
| 5 | FTDR |
Frontdoor, Inc.
|
672 | $52,139 | |
| 6 | CSV |
Carriage Services Inc
|
320 | $12,268 | |
| 7 | ANDG |
Andersen Group Inc.
|
8 | $301 |
All Filings in HRB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,314 | 4,919 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $134,163 | 4,227 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $155,537 | 3,569 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $255,277 | 5,048 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,367,295 | 43,128 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,735,561 | 49,819 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,773,518 | 52,489 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,407,613 | 53,621 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,312,424 | 97,961 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,750,360 | 96,729 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $9,200 | 252 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $8,166 | 192 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $9,430 | 267 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,171 | 237 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,876 | 207 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,375 | 175 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,343 | 185 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,206 | 193 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,886 | 119 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $553 | 34 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $228 | 16 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $225 | 16 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||