Position in HRB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$274,670
+$49,698 QoQ
Shares Held
7,213
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#336
of 536 holders
Holding Since
Jun 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, 2026Blue Trust, Inc. holds $888,978 across 5 Personal Services names. HRB ranks #2 (30.9% of the industry book) .
All Filings in HRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,670 | 7,213 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $224,972 | 7,088 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $298,783 | 6,856 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $427,113 | 8,446 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $492,472 | 8,972 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $439,993 | 8,013 | Shares | Other | 2025-04-21 | |
| 2024-09-30 | $348,380 | 5,482 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $231,181 | 4,263 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $146,937 | 2,992 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $113 | 2,642 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $34 | 1,077 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $14,946 | 469 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $106,807 | 3,030 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $89 | 2,080 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $49,728 | 1,169 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $30,904 | 875 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||