Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,025,738
+$3,060,838 QoQ
Shares Held
368,323
+6.6% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 86%
None 14%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $99,731,719 across 6 Personal Services names. HRB ranks #5 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
513,772 | $21,444,841 | |
| 2 | CSV |
Carriage Services Inc
|
545,021 | $20,896,104 | |
| 3 | SCI |
Service Corp International
|
262,101 | $19,909,191 | |
| 4 | FTDR |
Frontdoor, Inc.
|
197,665 | $15,336,826 | |
| 5 | HRB |
H&R Block Inc
This page
|
368,323 | $14,025,738 | |
| 6 | BFAM |
Bright Horizons Family Solutions Inc.
|
114,546 | $8,119,019 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,025,738 | 368,323 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,964,900 | 345,460 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,543,361 | 150,146 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,352,155 | 224,484 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,732,531 | 195,528 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,028,270 | 328,324 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $17,516,565 | 331,502 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,287,120 | 224,817 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,557,226 | 231,555 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,088,443 | 185,063 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,457,204 | 195,518 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,408,892 | 241,730 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,296,938 | 260,337 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $27,781,758 | 788,135 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $25,259,478 | 691,851 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,736,098 | 369,913 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,318,021 | 405,380 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,602,303 | 445,557 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,647,097 | 494,359 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,972,200 | 358,888 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,199,844 | 562,174 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,900,143 | 775,236 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,914,219 | 499,005 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,771,597 | 1,029,564 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,287,725 | 300,261 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,839,577 | 343,720 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||