Position in HRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$190
+$32 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
of 536 holders
Holding Since
Mar 2026
2 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, 2026NBT BANK N A /NY holds $41,095 across 2 Personal Services names. HRB ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
980 | $40,905 | |
| 2 | HRB |
H&R Block Inc
This page
|
5 | $190 |
All Filings in HRB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190 | 5 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $158 | 5 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||