Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,904,000
+$634,400 QoQ
Shares Held
50,000
+25.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#160
of 536 holders
Holding Since
Dec 2023
11 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, 2026CHASE INVESTMENT COUNSEL CORP holds $1,904,000 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
|
50,000 | $1,904,000 |
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,000 | 50,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,269,600 | 40,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,307,400 | 30,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,213,680 | 24,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,317,360 | 24,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,317,840 | 24,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,109,640 | 21,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,334,550 | 21,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,138,830 | 21,000 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,031,310 | 21,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,015,770 | 21,000 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||