Position in HRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$545,074
-$118,705 QoQ
Shares Held
14,314
+9.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#277
of 536 holders
Holding Since
Dec 2023
9 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, 2026Ascent Group, LLC holds $545,074 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
|
14,314 | $545,074 |
All Filings in HRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,074 | 14,314 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $663,779 | 13,126 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $906,287 | 16,511 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $928,031 | 16,901 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $844,435 | 15,981 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $1,013,114 | 15,942 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $969,469 | 17,877 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $906,128 | 18,451 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $868,386 | 17,953 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||