Position in HRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$241,808
+$27,009 QoQ
Shares Held
6,350
+87.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#352
of 536 holders
Holding Since
Sep 2024
2 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, 2026Applied Finance Capital Management, LLC holds $241,808 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
|
6,350 | $241,808 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,808 | 6,350 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $214,799 | 3,380 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||