Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$292,261
-$236,756 QoQ
Shares Held
9,208
-24.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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 Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $505,259 across 7 Personal Services names. HRB ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
9,208 | $292,261 | |
| 2 | ROL |
Rollins Inc
|
2,179 | $116,380 | |
| 3 | SCI |
Service Corp International
|
1,074 | $88,615 | |
| 4 | FTDR |
Frontdoor, Inc.
|
148 | $7,823 | |
| 5 | RGS |
Regis Corp
|
4 | $98 | |
| 6 | BFAM |
Bright Horizons Family Solutions Inc.
|
1 | $82 | |
| 7 | IVPR |
Inspire Veterinary Partners, Inc.
|
20 | $0 |
All Filings in HRB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,261 | 9,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $529,017 | 12,139 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $421,146 | 8,328 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $362,768 | 6,609 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $358,562 | 6,530 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $80,316 | 1,520 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,846 | 92 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,121 | 76 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,732 | 76 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $3,676 | 76 | Shares | Sole | 2024-02-16 | |
| 2023-06-30 | $286 | 9 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $49,808 | 1,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,199 | 1,238 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $63,980 | 1,504 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $53,121 | 1,504 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $53,575 | 2,274 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $125,850 | 5,034 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $120,381 | 5,127 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $123,104 | 5,647 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||