Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$61,461
-$140,070 QoQ
Shares Held
1,614
-57.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#404
of 536 holders
Holding Since
Dec 2023
6 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, 2026Plato Investment Management Ltd holds $144,947 across 2 Personal Services names. HRB ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTDR |
Frontdoor, Inc.
|
1,076 | $83,486 | |
| 2 | HRB |
H&R Block Inc
This page
|
1,614 | $61,461 |
All Filings in HRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,461 | 1,614 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $201,531 | 3,814 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,422 | 164 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,893 | 164 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,054 | 164 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $7,932 | 164 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||