Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,442,564
+$751,395 QoQ
Shares Held
64,143
+20.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $155,588,419 across 9 Personal Services names. HRB ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,061,907 | $86,063,996 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
594,175 | $42,115,122 | |
| 3 | SCI |
Service Corp International
|
180,995 | $13,748,378 | |
| 4 | FTDR |
Frontdoor, Inc.
|
104,006 | $8,069,823 | |
| 5 | ANDG |
Andersen Group Inc.
|
69,801 | $2,632,893 | |
| 6 | HRB |
H&R Block Inc
This page
|
64,143 | $2,442,564 | |
| 7 | CSV |
Carriage Services Inc
|
12,835 | $492,093 | |
| 8 | MED |
Medifast Inc
|
2,217 | $23,522 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,442,564 | 64,143 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,691,169 | 53,282 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,349,615 | 53,915 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,737,352 | 54,130 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,879,624 | 70,680 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,113,280 | 147,756 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,224,394 | 98,872 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,627,438 | 104,287 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,064,106 | 111,822 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,192,841 | 105,739 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,070,481 | 104,827 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,169,067 | 96,820 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,672,601 | 115,237 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,453,174 | 154,700 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,961,277 | 163,278 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,722,375 | 252,054 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,110,761 | 201,324 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,470,670 | 440,502 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,116,218 | 471,826 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,795,675 | 1,151,827 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,873,286 | 1,314,876 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,457,283 | 479,692 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,957,095 | 186,450 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,431,226 | 210,634 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,439,578 | 310,895 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,773,421 | 481,067 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||