FRANKLIN RESOURCES INC

Position in HRB — H&R Block Inc

CIK 38777 San Mateo, CA

Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,478,701

+$3,108,645 QoQ

Shares Held

170,134

+60.2% QoQ

Ownership

0.138%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#78

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, 2026

FRANKLIN RESOURCES INC holds $66,492,421 across 5 Personal Services names. HRB ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDG	Andersen Group Inc.	904,544	$34,119,399
2	SCI	Service Corp International	141,051	$10,714,231
3	ROL	Rollins Inc	251,621	$10,502,657
4	HRB	H&R Block Inc This page	170,134	$6,478,701
5	FTDR	Frontdoor, Inc.	60,284	$4,677,433

All Filings in HRB

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,478,701	170,134	+60.2%	Shares	Defined	2026-08-13
2026-03-31	$3,370,056	106,177	-1.2%	Shares	Defined	2026-05-13
2025-12-31	$4,684,237	107,486	-95.6%	Shares	Defined	2026-02-11
2025-09-30	$13,873,675	2,439,476	+1858.3%	Shares	Defined	2025-11-13
2025-06-30	$6,837,753	124,572	-60.6%	Shares	Defined	2025-08-12
2025-03-31	$17,342,935	315,843	+6.5%	Shares	Defined	2025-05-13
2024-12-31	$15,667,533	296,509	+53.7%	Shares	Defined	2025-02-12
2024-06-30	$10,464,705	192,969	-11.7%	Shares	Defined	2024-08-14
2024-03-31	$10,730,581	218,501	+18.0%	Shares	Defined	2024-05-13
2023-12-31	$8,959,379	185,226	+70.5%	Shares	Defined	2024-02-09
2023-09-30	$4,677,347	108,624	+200.4%	Shares	Defined	2023-11-13
2023-06-30	$1,152,257	36,155	-28.3%	Shares	Defined	2023-08-11
2023-03-31	$1,776,421	50,395	-77.6%	Shares	Defined	2023-05-12
2022-12-31	$8,221,393	225,182	-1.2%	Shares	Defined	2023-02-10
2022-09-30	$9,697,714	227,967	+292.3%	Shares	Defined	2022-11-14
2022-06-30	$2,052,336	58,107	-83.8%	Shares	Defined	2022-08-11
2022-03-31	$9,334,842	358,481	-72.5%	Shares	Defined	2022-05-13
2021-12-31	$30,757,931	1,305,515	-5.0%	Shares	Defined	2022-02-11
2021-09-30	$34,362,150	1,374,486	-42.5%	Shares	Defined	2021-11-12
2021-06-30	$56,150,444	2,391,416	-37.5%	Shares	Defined	2021-08-13
2021-03-31	$83,413,620	3,826,313	+62.8%	Shares	Defined	2021-05-13
2020-12-31	$37,268,921	2,349,869	+2469.9%	Shares	Defined	2021-02-10
2020-09-30	$1,489,507	91,437	-56.3%	Shares	Defined	2020-11-12
2020-06-30	$2,989,674	209,361	+7.7%	Shares	Defined	2020-08-13
2020-03-31	$2,737,431	194,420	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.