Position in HRB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,599,131
+$357,183 QoQ
Shares Held
41,994
+71.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#178
of 536 holders
Holding Since
Dec 2023
5 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, 2026Oak Thistle LLC holds $1,599,131 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
|
41,994 | $1,599,131 |
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,131 | 41,994 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $1,241,948 | 24,559 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $1,099,462 | 20,023 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,613,046 | 30,527 | Shares | Sole | 2025-01-14 | |
| 2023-12-31 | $775,225 | 16,027 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||