Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$638,449
+$327,039 QoQ
Shares Held
16,766
+172.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#262
of 536 holders
Holding Since
Jun 2024
3 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, 2026Focus Partners Advisor Solutions, LLC holds $1,017,727 across 2 Personal Services names. HRB ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
16,766 | $638,449 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
5,351 | $379,278 |
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,449 | 16,766 | Shares | Other | 2026-08-06 | |
| 2025-09-30 | $311,410 | 6,158 | Shares | Other | 2025-11-12 | |
| 2024-06-30 | $220,228 | 4,061 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||