Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$343,748
+$57,232 QoQ
Shares Held
9,027
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#318
of 539 holders
Holding Since
Sep 2024
7 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, 2026Taylor Hoffman Capital Management LLC holds $343,748 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
|
9,027 | $343,748 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,748 | 9,027 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $286,516 | 9,027 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $362,672 | 8,322 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $251,434 | 4,972 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $272,913 | 4,972 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $273,012 | 4,972 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $239,710 | 3,772 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||