Position in HRB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,715,957
-$6,219,219 QoQ
Shares Held
54,063
-70.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Derivatives in HRB
reported options exposure · as of Dec 31, 2020CallValue
$547,170
CallShares
34,500
PutValue
$2,623,244
PutShares
165,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026CITIGROUP INC holds $37,187,975 across 8 Personal Services names. HRB ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
499,683 | $26,688,068 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
54,140 | $4,446,517 | |
| 3 | SCI |
Service Corp International
|
41,296 | $3,407,332 | |
| 4 | HRB |
H&R Block Inc
This page
|
54,063 | $1,715,957 | |
| 5 | FTDR |
Frontdoor, Inc.
|
15,874 | $839,098 | |
| 6 | CSV |
Carriage Services Inc
|
1,189 | $54,288 | |
| 7 | MED |
Medifast Inc
|
3,599 | $36,673 | |
| 8 | EM |
Smart Share Global Ltd
|
38 | $42 |
All Filings in HRB
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,715,957 | 54,063 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,935,176 | 182,083 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,103,407 | 41,594 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,513,096 | 27,566 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,235,000 | 40,703 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,588,363 | 67,910 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,172,582 | 34,187 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,173,483 | 40,079 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,750,621 | 35,647 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,435,379 | 50,349 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,549,244 | 105,649 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $4,052,301 | 127,151 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,746,332 | 106,279 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,121,612 | 112,890 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $4,973,350 | 116,910 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,452,730 | 211,006 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $990,691 | 38,045 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,398,474 | 59,358 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,961,025 | 238,441 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $7,029,841 | 299,397 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,537,701 | 254,023 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,623,244 | 165,400 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $547,170 | 34,500 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $4,168,005 | 262,800 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,222,162 | 197,800 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $4,646,964 | 285,265 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $996,948 | 61,200 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $3,348,373 | 234,480 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $2,154,852 | 150,900 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $1,153,824 | 80,800 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $1,726,208 | 122,600 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $5,165,303 | 366,854 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $2,835,712 | 201,400 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||