Position in HRB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$939,357
-$61,341 QoQ
Shares Held
24,668
-21.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#226
of 536 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $3,194,944 across 2 Personal Services names. HRB ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
54,039 | $2,255,587 | |
| 2 | HRB |
H&R Block Inc
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|
24,668 | $939,357 |
All Filings in HRB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,357 | 24,668 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,000,698 | 31,528 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,212,221 | 27,816 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,750,379 | 34,613 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,942,666 | 35,392 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,875,505 | 34,156 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,550,425 | 67,192 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,099,887 | 80,250 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,554,506 | 83,985 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,322,809 | 88,023 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,480,513 | 92,630 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,112,402 | 95,504 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,331,562 | 104,536 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,042,639 | 86,316 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,656,905 | 72,772 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,638,245 | 62,018 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,779,986 | 50,396 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,014,023 | 38,941 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $686,774 | 29,150 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $546,875 | 21,875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $207,610 | 8,842 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $228,878 | 10,499 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||