Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,959,272
+$971,492 QoQ
Shares Held
77,712
+24.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 536 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026HSBC HOLDINGS PLC holds $39,700,987 across 5 Personal Services names. HRB ranks #2 (7.5% of the industry book) .
All Filings in HRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,959,272 | 77,712 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,987,780 | 62,627 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $4,029,406 | 92,460 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $3,375,192 | 66,743 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,032,917 | 164,564 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,594,352 | 65,459 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,214,315 | 22,981 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $371,576 | 5,847 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,320,391 | 24,348 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,123,439 | 22,876 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,906,506 | 101,437 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,825,002 | 112,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $302,859 | 9,503 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,314,120 | 179,124 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,113,531 | 633,074 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,298,993 | 453,667 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,328,223 | 65,918 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $616,574 | 23,678 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,037,585 | 86,485 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $694,975 | 27,799 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $840,607 | 35,801 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,129,981 | 51,834 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,566,047 | 98,742 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $785,649 | 48,229 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,831,109 | 198,257 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,098,581 | 149,047 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||