Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,437
-$4,926 QoQ
Shares Held
64
-72.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 536 holders
Holding Since
Mar 2024
7 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, 2026SouthState Bank Corp holds $15,292 across 2 Personal Services names. HRB ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
308 | $12,855 | |
| 2 | HRB |
H&R Block Inc
This page
|
64 | $2,437 |
All Filings in HRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,437 | 64 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $7,363 | 232 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,587 | 220 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $505 | 10 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $548 | 10 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $549 | 10 | Shares | Defined | 2025-05-12 | |
| 2024-03-31 | $5,647 | 115 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||