Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,264,408
+$1,159,540 QoQ
Shares Held
33,204
+905.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#200
of 536 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $1,801,328 across 7 Personal Services names. HRB ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
33,204 | $1,264,408 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
6,789 | $481,204 | |
| 3 | ROL |
Rollins Inc
|
904 | $37,732 | |
| 4 | FTDR |
Frontdoor, Inc.
|
120 | $9,310 | |
| 5 | SCI |
Service Corp International
|
100 | $7,596 | |
| 6 | MED |
Medifast Inc
|
62 | $657 | |
| 7 | CSV |
Carriage Services Inc
|
11 | $421 |
All Filings in HRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,408 | 33,204 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $104,868 | 3,304 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $71,689 | 1,645 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $57,295 | 1,133 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||