Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$832,200
+$114,369 QoQ
Shares Held
21,854
-3.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#236
of 536 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $2,384,136 across 3 Personal Services names. HRB ranks #2 (34.9% of the industry book) .
All Filings in HRB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,200 | 21,854 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $717,831 | 22,616 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $980,375 | 22,496 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,121,996 | 22,187 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,318,402 | 24,019 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $392,826 | 7,154 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $501,187 | 9,485 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,792 | 8,195 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $394,740 | 7,279 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $256,894 | 5,231 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $249,492 | 5,158 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $238,035 | 5,528 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||