Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$847,546
-$425,005 QoQ
Shares Held
22,257
-44.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 536 holders
Holding Since
Sep 2024
8 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, 2026LGT Group Foundation holds $847,546 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
|
22,257 | $847,546 |
All Filings in HRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,546 | 22,257 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,272,551 | 40,093 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,012,624 | 23,236 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,587,190 | 31,386 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,552,783 | 28,289 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $2,159,116 | 39,321 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,300,286 | 24,608 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,579,789 | 24,859 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||