Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$111,536
-$44,349 QoQ
Shares Held
2,929
-18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#391
of 536 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $868,322 across 8 Personal Services names. HRB ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
4,320 | $328,147 | |
| 2 | ROL |
Rollins Inc
|
5,987 | $249,897 | |
| 3 | HRB |
H&R Block Inc
This page
|
2,929 | $111,536 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,226 | $86,898 | |
| 5 | FTDR |
Frontdoor, Inc.
|
1,068 | $82,866 | |
| 6 | CSV |
Carriage Services Inc
|
117 | $4,485 | |
| 7 | ANDG |
Andersen Group Inc.
|
100 | $3,772 | |
| 8 | MED |
Medifast Inc
|
68 | $721 |
All Filings in HRB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,536 | 2,929 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $155,885 | 3,577 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $84,553 | 1,672 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $105,224 | 1,917 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $204,120 | 3,863 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $196,814 | 3,097 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $132,809 | 2,449 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $120,024 | 2,444 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $91,032 | 1,882 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $54,126 | 1,257 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $39,837 | 1,250 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $47,763 | 1,355 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $19,824 | 543 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,125 | 144 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,781 | 192 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,603 | 292 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,725 | 69 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,620 | 69 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,482 | 68 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,078 | 68 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,694 | 104 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,485 | 104 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,450 | 103 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||