Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$808,781
+$119,770 QoQ
Shares Held
21,239
-2.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#239
of 536 holders
Holding Since
Dec 2024
7 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, 2026Sovereign's Capital Management, LLC holds $808,781 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
|
21,239 | $808,781 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,781 | 21,239 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $689,011 | 21,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,016,111 | 23,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,318,005 | 26,063 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,419,620 | 25,863 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,191,711 | 21,703 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $841,529 | 15,926 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||