Position in HRB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$503,417
+$97,971 QoQ
Shares Held
13,220
+3.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#284
of 536 holders
Holding Since
Mar 2026
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, 2026Abacus Wealth Partners, LLC holds $503,417 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
|
13,220 | $503,417 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,417 | 13,220 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $405,446 | 12,774 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||