Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$636,697
+$95,689 QoQ
Shares Held
16,720
-1.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 536 holders
Holding Since
Jun 2020
25 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, 2026Wealthfront Advisers LLC holds $3,980,697 across 2 Personal Services names. HRB ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
80,115 | $3,344,000 | |
| 2 | HRB |
H&R Block Inc
This page
|
16,720 | $636,697 |
All Filings in HRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,697 | 16,720 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $541,008 | 17,045 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $755,764 | 17,342 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $899,893 | 17,795 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $994,881 | 18,125 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,016,109 | 18,505 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,018,966 | 19,284 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $1,247,740 | 19,634 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,081,888 | 19,950 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,021,389 | 20,798 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,034,247 | 21,382 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $950,850 | 22,082 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $714,780 | 22,428 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $802,043 | 22,753 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $852,508 | 23,350 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,014,706 | 23,853 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $853,189 | 24,156 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $641,495 | 24,635 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $622,808 | 26,435 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $679,350 | 27,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $639,407 | 27,232 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $599,521 | 27,501 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $456,323 | 28,772 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $748,297 | 45,936 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $423,059 | 29,626 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||