Position in HRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$719,940
+$176,361 QoQ
Shares Held
18,906
+10.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#249
of 536 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $2,232,435 across 7 Personal Services names. HRB ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
18,906 | $719,940 | |
| 2 | FTDR |
Frontdoor, Inc.
|
8,137 | $631,349 | |
| 3 | SCI |
Service Corp International
|
7,166 | $544,329 | |
| 4 | ROL |
Rollins Inc
|
6,173 | $257,661 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,073 | $76,054 | |
| 6 | CSV |
Carriage Services Inc
|
66 | $2,530 | |
| 7 | MED |
Medifast Inc
|
54 | $572 |
All Filings in HRB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,940 | 18,906 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $543,579 | 17,126 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $632,825 | 14,521 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $695,640 | 13,756 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $894,048 | 16,288 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $908,376 | 16,543 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $695,110 | 13,155 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $865,360 | 13,617 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $547,180 | 10,090 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $500,627 | 10,194 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $443,843 | 9,176 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,415 | 149 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,752 | 55 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $1,938 | 55 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $2,008 | 55 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||