Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,507,224
+$725,848 QoQ
Shares Held
118,362
-0.6% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#98
of 536 holders
Holding Since
Mar 2020
25 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, 2026NISA INVESTMENT ADVISORS, LLC holds $6,787,449 across 7 Personal Services names. HRB ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
118,362 | $4,507,224 | |
| 2 | ROL |
Rollins Inc
|
26,802 | $1,118,715 | |
| 3 | SCI |
Service Corp International
|
10,597 | $804,948 | |
| 4 | FTDR |
Frontdoor, Inc.
|
2,894 | $224,545 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,208 | $85,623 | |
| 6 | CSV |
Carriage Services Inc
|
1,204 | $46,161 | |
| 7 | MED |
Medifast Inc
|
22 | $233 |
All Filings in HRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,507,224 | 118,362 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,781,376 | 119,136 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,862,787 | 111,583 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,042,255 | 119,483 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,304,199 | 78,415 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,343,195 | 60,885 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,829,948 | 72,482 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,295,430 | 83,327 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,986,994 | 147,280 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,801,194 | 138,489 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,499,961 | 155,054 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,019,848 | 116,578 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,456,095 | 139,821 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,287,500 | 150,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,311,940 | 118,103 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,695,267 | 110,373 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,499,596 | 70,770 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,793,374 | 68,870 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $1,884,000 | 75,360 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,769,452 | 75,360 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,642,848 | 75,360 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,290,369 | 81,360 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,105,439 | 67,860 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,101,844 | 77,160 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $901,964 | 64,060 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||