Position in HRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$205,670
New position
Shares Held
5,401
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#373
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026SYM FINANCIAL Corp holds $436,200 across 2 Personal Services names. HRB ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
5,523 | $230,530 | |
| 2 | HRB |
H&R Block Inc
This page
|
5,401 | $205,670 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,670 | 5,401 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||