Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,665
-$46,798 QoQ
Shares Held
70
-93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 536 holders
Holding Since
Dec 2023
10 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $2,665 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
|
70 | $2,665 |
All Filings in HRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,665 | 70 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $49,463 | 1,135 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $64,982 | 1,285 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $73,827 | 1,345 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $80,497 | 1,466 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $78,731 | 1,490 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $93,798 | 1,476 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $80,042 | 1,476 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $73,712 | 1,501 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $36,567 | 756 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||