MAI Capital Management

Position in HRB — H&R Block Inc

CIK 1040197 INDEPENDENCE, OH

Position in HRB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$88,681

+$55,561 QoQ

Shares Held

2,794

+267.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

MAI Capital Management holds $776,925 across 7 Personal Services names. HRB ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFAM	Bright Horizons Family Solutions Inc.	4,196	$344,617
2	ROL	Rollins Inc	4,653	$248,516
3	HRB	H&R Block Inc This page	2,794	$88,681
4	SCI	Service Corp International	782	$64,522
5	FTDR	Frontdoor, Inc.	521	$27,540
6	RGS	Regis Corp	100	$2,469
7	MED	Medifast Inc	57	$580

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$88,681	2,794	+267.6%	Shares	Sole	2026-05-15
2025-12-31	$33,120	760	+50.8%	Shares	Sole	2026-02-13
2025-09-30	$25,487	504	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$27,774	506	+912.0%	Shares	Sole	2025-08-12
2025-03-31	$2,745	50	-47.4%	Shares	Sole	2025-05-15
2024-12-31	$5,019	95	-98.9%	Shares	Sole	2025-02-14
2024-06-30	$478,037	8,815	-3.4%	Shares	Sole	2024-08-12
2024-03-31	$447,932	9,121	-0.4%	Shares	Sole	2024-05-08
2023-12-31	$442,972	9,158	+3.0%	Shares	Sole	2024-02-09
2023-09-30	$382,674	8,887	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$284,312	8,921	-36.2%	Shares	Sole	2023-08-02
2023-03-31	$492,830	13,981	-29.4%	Shares	Sole	2023-05-10
2022-12-31	$723,482	19,816	-3.2%	Shares	Sole	2023-02-09
2022-09-30	$870,453	20,462	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.