&PARTNERS

Position in HRB — H&R Block Inc

CIK 107136 NASHVILLE, TN

Position in HRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$445,650

+$72,483 QoQ

Shares Held

11,703

-0.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#290

of 536 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

&PARTNERS holds $6,143,253 across 5 Personal Services names. HRB ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	27,825	$2,113,587
2	ROL	Rollins Inc	45,741	$1,909,229
3	BFAM	Bright Horizons Family Solutions Inc.	12,522	$887,559
4	FTDR	Frontdoor, Inc.	10,146	$787,228
5	HRB	H&R Block Inc This page	11,703	$445,650

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,650	11,703	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$373,167	11,757	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$522,524	11,990	-8.7%	Shares	Sole	2026-02-17
2025-09-30	$664,287	13,136	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$720,870	13,133	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$703,287	12,808	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$676,034	12,794	+113.3%	Shares	Sole	2025-02-14
2024-09-30	$381,109	5,997	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.