Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$875
+$145 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 536 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $1,786 across 2 Personal Services names. HRB ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
12 | $911 | |
| 2 | HRB |
H&R Block Inc
This page
|
23 | $875 |
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875 | 23 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $730 | 23 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,002 | 23 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||