Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,574,168
+$1,295,363 QoQ
Shares Held
120,120
+16.3% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 536 holders
Holding Since
Dec 2024
7 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, 2026RAYMOND JAMES FINANCIAL INC holds $423,235,625 across 6 Personal Services names. HRB ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
4,178,893 | $317,428,710 | |
| 2 | ROL |
Rollins Inc
|
1,089,280 | $45,466,546 | |
| 3 | FTDR |
Frontdoor, Inc.
|
392,319 | $30,440,030 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
344,157 | $24,393,847 | |
| 5 | HRB |
H&R Block Inc
This page
|
120,120 | $4,574,168 | |
| 6 | ANDG |
Andersen Group Inc.
|
24,717 | $932,324 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,574,168 | 120,120 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,278,805 | 103,302 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,781,819 | 178,564 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $9,268,974 | 183,290 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,671,836 | 176,204 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,060,630 | 201,432 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,725,092 | 202,973 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||