Position in HRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,232,134
+$927,174 QoQ
Shares Held
163,659
-2.1% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#80
of 536 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $6,232,134 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
|
163,659 | $6,232,134 |
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,232,134 | 163,659 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,304,960 | 167,138 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,422,894 | 170,328 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,787,548 | 173,770 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,678,204 | 176,320 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||