Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,001,271
-$12,173,693 QoQ
Shares Held
604,025
-45.5% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Derivatives in HRB
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$342,576
PutShares
21,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026BARCLAYS PLC holds $69,493,268 across 9 Personal Services names. HRB ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
322,946 | $24,530,977 | |
| 2 | HRB |
H&R Block Inc
This page
|
604,025 | $23,001,271 | |
| 3 | ROL |
Rollins Inc
|
407,659 | $17,015,686 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
41,164 | $2,917,703 | |
| 5 | FTDR |
Frontdoor, Inc.
|
21,861 | $1,696,194 | |
| 6 | ANDG |
Andersen Group Inc.
|
6,176 | $232,958 | |
| 7 | CSV |
Carriage Services Inc
|
2,333 | $89,446 | |
| 8 | MED |
Medifast Inc
|
825 | $8,753 |
All Filings in HRB
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,001,271 | 604,025 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,174,964 | 1,108,222 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,066,354 | 781,697 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,381,162 | 758,971 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $27,297,399 | 497,311 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $6,178,912 | 112,528 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $7,056,200 | 133,539 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $5,929,214 | 93,300 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $4,667,142 | 86,062 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $8,755,674 | 178,287 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $7,596,847 | 157,057 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $4,341,480 | 100,824 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $7,404,483 | 232,334 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $1,050,273 | 29,795 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $4,412,014 | 120,844 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $6,326,802 | 148,726 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,983,344 | 226,029 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,386,956 | 91,665 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,152,775 | 133,819 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,539,725 | 461,589 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,519,310 | 490,601 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,084,464 | 370,847 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $342,576 | 21,600 | Put | Sole | 2021-02-11 | |
| 2020-12-31 | $5,432,016 | 342,498 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $351,864 | 21,600 | Put | Sole | 2020-11-12 | |
| 2020-09-30 | $5,878,653 | 360,875 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,751,455 | 472,791 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $308,448 | 21,600 | Put | Sole | 2020-08-12 | |
| 2020-03-31 | $13,466,688 | 956,441 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $402,688 | 28,600 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $105,600 | 7,500 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||