Position in HRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$204,794
New position
Shares Held
5,378
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#374
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Cypress Point Wealth Management, LLC holds $204,794 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
|
5,378 | $204,794 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,794 | 5,378 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||