Position in HRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$112,359
-$89,921 QoQ
Shares Held
3,540
-11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026Corient IA LLC holds $306,878 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
4,040 | $306,878 |
All Filings in HRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,359 | 3,540 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $202,280 | 4,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,560 | 4,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $219,640 | 4,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||