Position in HRB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,222,656
-$157,217 QoQ
Shares Held
38,521
+21.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Kestra Advisory Services, LLC holds $2,105,136 across 4 Personal Services names. HRB ranks #1 (58.1% of the industry book) .
All Filings in HRB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,222,656 | 38,521 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,379,873 | 31,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,436,895 | 28,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,568,152 | 28,569 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,513,374 | 27,561 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,355,398 | 25,651 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,579,090 | 24,848 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,367,084 | 25,209 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,206,485 | 24,567 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,163,685 | 24,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $952,487 | 22,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $387,602 | 12,162 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $246,891 | 7,004 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $322,054 | 8,821 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $459,729 | 10,807 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $384,846 | 10,896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $235,141 | 9,030 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $245,518 | 10,421 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $394,150 | 15,766 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $356,802 | 15,196 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||