Position in HRB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$87,698
+$14,601 QoQ
Shares Held
2,303
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#395
of 536 holders
Holding Since
Sep 2022
16 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, 2026Center for Financial Planning, Inc. holds $332,593 across 2 Personal Services names. HRB ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
3,224 | $244,895 | |
| 2 | HRB |
H&R Block Inc
This page
|
2,303 | $87,698 |
All Filings in HRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,698 | 2,303 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $73,097 | 2,303 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $100,364 | 2,303 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $116,462 | 2,303 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $126,411 | 2,303 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $126,457 | 2,303 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $121,690 | 2,303 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $146,355 | 2,303 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $124,891 | 2,303 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $113,100 | 2,303 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $111,396 | 2,303 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $99,167 | 2,303 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $73,396 | 2,303 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $81,180 | 2,303 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $84,082 | 2,303 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $97,969 | 2,303 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||