Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$541,688
+$339,055 QoQ
Shares Held
14,225
+255.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 536 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Pallas Capital Advisors LLC holds $967,605 across 2 Personal Services names. HRB ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
14,225 | $541,688 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
6,009 | $425,917 |
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,688 | 14,225 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $202,633 | 4,007 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $393,710 | 7,451 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $733,239 | 11,538 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $373,427 | 6,886 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||