Position in HRB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$460,539
+$224,775 QoQ
Shares Held
12,094
+62.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#287
of 536 holders
Holding Since
Sep 2022
13 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, 2026Affinity Capital Advisors, LLC holds $460,539 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
|
12,094 | $460,539 |
All Filings in HRB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,539 | 12,094 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $235,764 | 7,428 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $204,826 | 4,700 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $237,679 | 4,700 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $301,895 | 5,500 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $302,005 | 5,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $293,526 | 5,555 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $353,020 | 5,555 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $274,132 | 5,055 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,251 | 5,055 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $244,510 | 5,055 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $215,300 | 5,000 | Shares | Sole | 2023-10-11 | |
| 2022-09-30 | $212,700 | 5,000 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||