Robertson Stephens Wealth Management, LLC
Position in HRB — H&R Block Inc
CIK 1767307
San Francisco, CA
Position in HRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$228,441
-$28,681 QoQ
Shares Held
5,999
+1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#357
of 536 holders
Holding Since
Jun 2024
8 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, 2026Robertson Stephens Wealth Management, LLC holds $228,441 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
|
5,999 | $228,441 |
All Filings in HRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,441 | 5,999 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $257,122 | 5,900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $294,266 | 5,819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $317,264 | 5,780 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $315,293 | 5,742 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $301,346 | 5,703 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $360,264 | 5,669 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $308,351 | 5,686 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||