D.A. DAVIDSON & CO.

Position in HRB — H&R Block Inc

CIK 1080107 GREAT FALLS, MT

Position in HRB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$477,256

+$227,500 QoQ

Shares Held

12,533

+118.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#285

of 536 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $6,447,341 across 3 Personal Services names. HRB ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	75,902	$3,168,149
2	SCI	Service Corp International	36,887	$2,801,936
3	HRB	H&R Block Inc This page	12,533	$477,256

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,256	12,533	+118.7%	Shares	Sole	2026-07-24
2025-12-31	$249,756	5,731	+26.8%	Shares	Sole	2026-01-29
2025-09-30	$228,475	4,518	+4.4%	Shares	Sole	2025-10-22
2025-06-30	$237,509	4,327	+0.7%	Shares	Sole	2025-07-30
2025-03-31	$235,838	4,295	-59.7%	Shares	Sole	2025-04-28
2024-12-31	$563,591	10,666	-0.6%	Shares	Sole	2025-01-31
2024-09-30	$682,145	10,734	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$582,159	10,735	+2.0%	Shares	Sole	2024-08-01
2024-03-31	$516,686	10,521	+26.4%	Shares	Sole	2024-05-13
2023-12-31	$402,680	8,325	-83.9%	Shares	Sole	2024-02-09
2023-03-31	$1,822,953	51,715	-6.5%	Shares	Sole	2023-04-25
2022-12-31	$2,019,623	55,317	-6.7%	Shares	Sole	2023-02-03
2022-09-30	$2,523,472	59,320	-5.4%	Shares	Sole	2022-11-07
2022-06-30	$2,214,069	62,686	-2.4%	Shares	Sole	2022-07-28
2022-03-31	$1,672,314	64,221	+7.8%	Shares	Sole	2022-05-12
2021-12-31	$1,403,422	59,568	+1.4%	Shares	Sole	2022-01-31
2021-09-30	$1,468,650	58,746	+13.2%	Shares	Sole	2021-11-15
2021-06-30	$1,218,424	51,892	+10.9%	Shares	Sole	2021-08-10
2021-03-31	$1,020,436	46,809	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.