Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,211,534
+$376,709 QoQ
Shares Held
58,076
+0.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#141
of 536 holders
Holding Since
Dec 2023
11 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, 2026Optimist Retirement Group LLC holds $2,211,534 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
|
58,076 | $2,211,534 |
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,534 | 58,076 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,834,825 | 57,808 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,843,782 | 42,308 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,112,056 | 41,765 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,263,389 | 41,235 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,430,426 | 44,262 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,263,982 | 42,846 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,737,861 | 43,082 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,463,994 | 45,436 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,456,924 | 50,029 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,503,195 | 51,751 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||