Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$158,333,441
+$31,538,712 QoQ
Shares Held
4,157,916
+4.1% QoQ
Ownership
3.37%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026STATE STREET CORP holds $1,473,086,747 across 9 Personal Services names. HRB ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
13,561,228 | $566,045,656 | |
| 2 | SCI |
Service Corp International
|
4,400,700 | $334,277,172 | |
| 3 | FTDR |
Frontdoor, Inc.
|
3,516,349 | $272,833,518 | |
| 4 | HRB |
H&R Block Inc
This page
|
4,157,916 | $158,333,441 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,786,355 | $126,616,842 | |
| 6 | CSV |
Carriage Services Inc
|
309,391 | $11,862,050 | |
| 7 | ANDG |
Andersen Group Inc.
|
61,800 | $2,331,096 | |
| 8 | MED |
Medifast Inc
|
52,319 | $555,104 |
All Filings in HRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,333,441 | 4,157,916 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $126,794,729 | 3,994,793 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $173,673,272 | 3,985,160 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $210,402,806 | 4,160,625 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $231,691,623 | 4,221,017 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $245,823,339 | 4,476,841 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $242,769,205 | 4,594,421 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $285,426,309 | 4,491,366 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $255,207,573 | 4,706,022 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $269,940,186 | 5,496,644 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $264,497,414 | 5,468,212 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $262,050,672 | 6,085,710 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $191,062,116 | 5,995,046 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $199,791,042 | 5,667,831 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $248,994,877 | 6,819,909 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $297,521,867 | 6,993,932 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $270,549,010 | 7,659,938 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $205,455,235 | 7,889,986 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $163,243,164 | 6,928,827 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $172,857,550 | 6,914,302 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $162,941,667 | 6,939,594 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $149,928,824 | 6,877,469 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $108,471,060 | 6,839,285 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $114,575,503 | 7,033,487 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $155,421,549 | 10,883,862 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $141,795,329 | 10,070,691 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||