Position in HRB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,993,049
+$3,764,204 QoQ
Shares Held
131,120
+238.7% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
of 536 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $10,272,632 across 6 Personal Services names. HRB ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
131,120 | $4,993,049 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
31,784 | $2,252,849 | |
| 3 | ROL |
Rollins Inc
|
26,544 | $1,107,946 | |
| 4 | SCI |
Service Corp International
|
14,423 | $1,095,571 | |
| 5 | FTDR |
Frontdoor, Inc.
|
8,315 | $645,160 | |
| 6 | MED |
Medifast Inc
|
16,782 | $178,057 |
All Filings in HRB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,993,049 | 131,120 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,228,845 | 38,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,776,538 | 40,765 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,054,760 | 40,632 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,679,688 | 30,601 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,764,807 | 32,140 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,769,030 | 33,479 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $2,268,939 | 46,908 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,317,127 | 77,035 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,513,331 | 78,862 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,418,255 | 68,603 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,648,143 | 72,532 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,319,523 | 78,033 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,388,580 | 124,252 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,747,193 | 105,499 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,689,680 | 114,163 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,626,425 | 105,057 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,381,928 | 101,445 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,208,383 | 101,302 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,575,897 | 99,363 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,657,523 | 101,751 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||