Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$146,684
+$107,041 QoQ
Shares Held
3,852
+208.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#385
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, 2026Essential Partners LLC holds $318,505 across 7 Personal Services names. HRB ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
3,852 | $146,684 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,950 | $138,216 | |
| 3 | SCI |
Service Corp International
|
306 | $23,243 | |
| 4 | ROL |
Rollins Inc
|
133 | $5,551 | |
| 5 | FTDR |
Frontdoor, Inc.
|
46 | $3,569 | |
| 6 | MED |
Medifast Inc
|
81 | $859 | |
| 7 | CSV |
Carriage Services Inc
|
10 | $383 |
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,684 | 3,852 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,643 | 1,249 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $212,278 | 4,871 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $219,979 | 4,350 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $7,355 | 134 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||