Position in HRB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,111,402
-$1,762,211 QoQ
Shares Held
134,228
-38.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#86
of 536 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Derivatives in HRB
reported options exposure · as of Dec 31, 2020CallValue
$3,172
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $5,387,440 across 2 Personal Services names. HRB ranks #1 (94.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
134,228 | $5,111,402 | |
| 2 | SCI |
Service Corp International
|
3,634 | $276,038 |
All Filings in HRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,111,402 | 134,228 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $6,873,613 | 216,560 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,209,482 | 165,431 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,773,258 | 193,262 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $305,188 | 5,560 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $310,790 | 5,660 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $299,074 | 5,660 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $360,137 | 5,667 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,087 | 5,257 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $319,558 | 6,507 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $329,786 | 6,818 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $293,583 | 6,818 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $257,700 | 8,086 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $309,459 | 8,779 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,252,986 | 34,319 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,796,804 | 42,238 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $330,983 | 9,371 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $807,682 | 31,017 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $736,485 | 31,260 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,945,425 | 77,817 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $292,725 | 12,467 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $271,780 | 12,467 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,172 | 200 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $169,971 | 10,717 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $317,378 | 19,483 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||