Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$210,848
+$53,959 QoQ
Shares Held
5,537
+12.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 536 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UMB Bank, n.a. holds $17,579,756 across 5 Personal Services names. HRB ranks #2 (1.2% of the industry book) .
All Filings in HRB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,848 | 5,537 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $156,889 | 4,943 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $172,532 | 3,959 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $213,404 | 4,220 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $271,924 | 4,954 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $300,905 | 5,480 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $247,608 | 4,686 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $298,620 | 4,699 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $235,899 | 4,350 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $210,976 | 4,296 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $207,023 | 4,280 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $184,296 | 4,280 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $136,403 | 4,280 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $150,870 | 4,280 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $156,262 | 4,280 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $187,388 | 4,405 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $168,899 | 4,782 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $124,939 | 4,798 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $113,040 | 4,798 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||