Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,922,847
+$905,390 QoQ
Shares Held
103,016
+8.4% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $108,607,784 across 6 Personal Services names. HRB ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,267,487 | $94,644,904 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
116,277 | $8,241,712 | |
| 3 | HRB |
H&R Block Inc
This page
|
103,016 | $3,922,847 | |
| 4 | FTDR |
Frontdoor, Inc.
|
9,227 | $715,921 | |
| 5 | ANDG |
Andersen Group Inc.
|
15,443 | $582,509 | |
| 6 | SCI |
Service Corp International
|
6,581 | $499,891 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,922,847 | 103,016 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,017,457 | 95,068 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,741,180 | 62,900 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,367,685 | 46,820 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,428,881 | 44,250 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,854,275 | 51,981 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,270,637 | 61,897 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,128,779 | 64,969 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,469,689 | 63,981 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,076,692 | 62,649 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,513,111 | 51,956 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,201,313 | 51,122 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,646,148 | 51,652 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,895,992 | 195,631 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,885,821 | 188,601 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,137,730 | 191,296 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,415,099 | 181,628 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,459,230 | 132,843 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,111,592 | 132,071 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,323,700 | 212,948 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,527,882 | 192,840 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,232,002 | 148,257 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,696,575 | 106,972 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,054,184 | 126,101 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,064,245 | 144,555 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,208,446 | 156,850 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||