Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,102,108
-$4,603,197 QoQ
Shares Held
66,229
-57.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 87%
Shared 1%
None 12%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $30,255,460 across 7 Personal Services names. HRB ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
487,134 | $26,017,826 | |
| 2 | HRB |
H&R Block Inc
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|
66,229 | $2,102,108 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
9,184 | $754,281 | |
| 4 | SCI |
Service Corp International
|
6,251 | $515,770 | |
| 5 | ANDG |
Andersen Group Inc.
|
13,760 | $374,272 | |
| 6 | FTDR |
Frontdoor, Inc.
|
5,491 | $290,254 | |
| 7 | CSV |
Carriage Services Inc
|
4,401 | $200,949 |
All Filings in HRB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,102,108 | 66,229 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,705,305 | 153,862 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $8,494,950 | 167,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,120,960 | 166,168 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $9,149,488 | 166,627 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,369,803 | 158,399 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,297,578 | 162,039 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $13,394,430 | 246,993 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,648,931 | 155,751 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,547,461 | 156,036 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,674,170 | 154,997 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,933,284 | 154,794 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,983,680 | 141,381 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,105,302 | 139,833 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||