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Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

HRB holding history

H&R Block Inc in every 13F filed by Ethic Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRB overviewAll 13F holders of HRBFull Q2 2026 holdings

Shares (Q2 2026)
38,444
Value
$1.46M
% of portfolio
<0.1%
Quarters held
15
Since Q3 2022
Holdings of HRB by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,444$1.46M<0.1%+38,444NewHolders
Q1 20260$00.0%−17,561−100.0%Sold outHolders
Q4 202517,561$765.3K<0.1%−2,158−10.9%ReducedHolders
Q3 202519,719$997.2K<0.1%−884−4.3%ReducedHolders
Q2 202520,603$1.13M<0.1%+2,354+12.9%AddedHolders
Q1 202518,249$1.03M<0.1%+4,253+30.4%AddedHolders
Q4 202413,996$739.6K<0.1%+2,932+26.5%AddedHolders
Q3 202411,064$543.4K<0.1%−2,315−17.3%ReducedHolders
Q2 202413,379$725.5K<0.1%+2,315+20.9%AddedHolders
Q1 202411,064$543.4K<0.1%−5,040−31.3%ReducedHolders
Q4 202316,104$779.0K<0.1%−1,810−10.1%ReducedHolders
Q3 202317,914$771.4K<0.1%−229−1.3%ReducedHolders
Q2 202318,143$578.2K<0.1%−2,621−12.6%ReducedHolders
Q1 202320,764$731.9K<0.1%+9,444+83.4%AddedHolders
Q4 202211,320$413.3K<0.1%+1,435+14.5%AddedHolders
Q3 20229,885$421.0K<0.1%+9,885NewHolders