Position in HRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,044,420
+$815,993 QoQ
Shares Held
27,427
+534.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#218
of 536 holders
Holding Since
Dec 2023
6 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, 2026Bleakley Financial Group, LLC holds $9,258,690 across 3 Personal Services names. HRB ranks #3 (11.3% of the industry book) .
All Filings in HRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,420 | 27,427 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $228,427 | 4,323 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $279,111 | 4,392 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $234,219 | 4,319 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $286,556 | 5,835 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $342,894 | 7,089 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||