Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,098,550
+$455,498 QoQ
Shares Held
55,109
+6.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 536 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Pathstone Holdings, LLC holds $11,301,487 across 6 Personal Services names. HRB ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
89,239 | $3,724,835 | |
| 2 | SCI |
Service Corp International
|
35,461 | $2,693,616 | |
| 3 | HRB |
H&R Block Inc
This page
|
55,109 | $2,098,550 | |
| 4 | FTDR |
Frontdoor, Inc.
|
21,043 | $1,632,726 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
10,684 | $757,280 | |
| 6 | CSV |
Carriage Services Inc
|
10,289 | $394,480 |
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098,550 | 55,109 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,643,052 | 51,766 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $997,589 | 22,891 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,738,647 | 34,381 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,892,003 | 34,469 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,732,630 | 31,554 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,660,601 | 31,427 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,581,822 | 24,891 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,276,248 | 23,534 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,077,963 | 21,950 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,148,593 | 23,746 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||