Position in HRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$333,200
+$49,127 QoQ
Shares Held
8,750
-2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 536 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026HM PAYSON & CO holds $436,478 across 3 Personal Services names. HRB ranks #1 (76.3% of the industry book) .
All Filings in HRB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,200 | 8,750 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $284,073 | 8,950 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $50,117 | 1,150 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $58,155 | 1,150 | Shares | Other | 2025-10-17 | |
| 2025-06-30 | $63,123 | 1,150 | Shares | Other | 2025-10-17 | |
| 2025-03-31 | $63,146 | 1,150 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $60,766 | 1,150 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $73,082 | 1,150 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $62,364 | 1,150 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $56,476 | 1,150 | Shares | Other | 2024-06-20 | |
| 2023-12-31 | $55,625 | 1,150 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $49,519 | 1,150 | Shares | Other | 2023-11-06 | |
| 2022-06-30 | $56,512 | 1,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,664 | 1,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $37,696 | 1,600 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $40,000 | 1,600 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $37,568 | 1,600 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $34,880 | 1,600 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $25,376 | 1,600 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $26,064 | 1,600 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $37,128 | 2,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,608 | 2,600 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||