Position in HRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$430,951
New position
Shares Held
11,317
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $640,614 across 2 Personal Services names. HRB ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
11,317 | $430,951 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,958 | $209,663 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,951 | 11,317 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||