Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$451,532
-$117,404 QoQ
Shares Held
14,226
+9.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 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, 2026JONES FINANCIAL COMPANIES LLLP holds $7,235,972 across 8 Personal Services names. HRB ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
44,232 | $3,649,582 | |
| 2 | ROL |
Rollins Inc
|
25,510 | $1,362,488 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
11,311 | $928,972 | |
| 4 | HRB |
H&R Block Inc
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|
14,226 | $451,532 | |
| 5 | FTDR |
Frontdoor, Inc.
|
8,324 | $440,006 | |
| 6 | ANDG |
Andersen Group Inc.
|
13,757 | $374,190 | |
| 7 | CSV |
Carriage Services Inc
|
503 | $22,966 | |
| 8 | MED |
Medifast Inc
|
612 | $6,236 |
All Filings in HRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,532 | 14,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $568,936 | 13,055 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $748,536 | 14,802 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $747,821 | 13,624 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $717,508 | 13,067 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $582,455 | 11,023 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $673,630 | 10,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,661 | 1,303 | Shares | Sole | 2024-08-14 | |
| 2022-03-31 | $10,416 | 400 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||