Position in HRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$647
-$341 QoQ
Shares Held
17
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#512
of 536 holders
Holding Since
Jun 2025
2 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, 2026Trifecta Capital Advisors, LLC holds $647 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
|
17 | $647 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647 | 17 | Shares | Sole | 2026-08-03 | |
| 2025-06-30 | $988 | 18 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||