Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,447,472
+$9,539,417 QoQ
Shares Held
694,524
+30.4% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#33
of 536 holders
Holding Since
Mar 2020
25 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, 2026SEI INVESTMENTS CO holds $75,336,337 across 6 Personal Services names. HRB ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
694,524 | $26,447,472 | |
| 2 | ROL |
Rollins Inc
|
445,201 | $18,582,689 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
157,797 | $11,184,650 | |
| 4 | FTDR |
Frontdoor, Inc.
|
115,620 | $8,970,954 | |
| 5 | SCI |
Service Corp International
|
93,735 | $7,120,110 | |
| 6 | ANDG |
Andersen Group Inc.
|
80,341 | $3,030,462 |
All Filings in HRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,447,472 | 694,524 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,908,055 | 532,705 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,545,991 | 425,562 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,859,792 | 432,268 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $22,168,752 | 403,876 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $19,642,899 | 371,743 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $21,457,909 | 337,654 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,842,046 | 310,567 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,077,456 | 307,014 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $9,929,005 | 205,272 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,603,249 | 153,350 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,820,272 | 151,248 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,616,333 | 244,435 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,213,543 | 224,967 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $13,631,983 | 320,451 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,465,138 | 296,295 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,937,045 | 381,607 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,176,407 | 389,491 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,814,250 | 232,570 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,059,013 | 258,050 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,218,156 | 239,365 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,830,554 | 241,523 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $15,262,116 | 936,901 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $14,541,866 | 1,018,338 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $15,293,666 | 1,086,198 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||