Position in HRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,690,007
+$2,693,591 QoQ
Shares Held
280,725
+11.4% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#60
of 536 holders
Holding Since
Sep 2021
20 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, 2026TECTONIC ADVISORS LLC holds $10,690,007 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
|
280,725 | $10,690,007 |
All Filings in HRB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,690,007 | 280,725 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,996,416 | 251,935 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,605,872 | 197,473 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,584,408 | 169,753 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $7,906,739 | 144,047 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $7,276,892 | 132,524 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $6,383,494 | 120,808 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $6,845,478 | 107,718 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,474,463 | 100,949 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,768,433 | 97,097 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,555,050 | 94,171 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $4,089,278 | 94,967 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $2,916,933 | 91,526 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,677,977 | 75,971 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,189,285 | 59,964 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,195,361 | 51,607 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,664,983 | 47,140 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,090,034 | 41,860 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $805,138 | 34,174 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $445,550 | 17,822 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||