Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,224,031
+$38,901,094 QoQ
Shares Held
1,922,900
+77.8% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $522,820,115 across 8 Personal Services names. HRB ranks #5 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTDR |
Frontdoor, Inc.
|
1,683,369 | $130,612,598 | |
| 2 | ROL |
Rollins Inc
|
2,994,434 | $124,987,673 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,500,862 | $106,381,097 | |
| 4 | SCI |
Service Corp International
|
1,044,752 | $79,359,361 | |
| 5 | HRB |
H&R Block Inc
This page
|
1,922,900 | $73,224,031 | |
| 6 | ANDG |
Andersen Group Inc.
|
75,463 | $2,846,464 | |
| 7 | CSV |
Carriage Services Inc
|
73,807 | $2,829,760 | |
| 8 | MED |
Medifast Inc
|
243,085 | $2,579,131 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,224,031 | 1,922,900 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $34,322,937 | 1,081,378 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,312,079 | 902,067 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $43,635,435 | 862,872 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $84,999,249 | 1,548,538 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $46,592,890 | 848,532 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $38,911,639 | 736,405 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $60,551,137 | 952,811 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $81,434,804 | 1,501,656 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $38,154,539 | 776,920 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $52,955,040 | 1,094,791 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $50,903,723 | 1,182,158 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $29,478,187 | 924,951 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $27,126,283 | 769,540 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $52,725,915 | 1,444,150 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $54,824,401 | 1,288,773 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $50,981,452 | 1,443,416 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $37,377,242 | 1,435,378 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,900,425 | 1,566,232 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $42,804,475 | 1,712,179 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $48,929,924 | 2,083,898 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,743,987 | 1,272,660 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $26,088,922 | 1,644,951 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,246,212 | 1,856,735 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,196,572 | 2,044,578 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $28,477,193 | 2,022,528 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||