FIRST CITIZENS BANK & TRUST CO

Bank

Position in HRB — H&R Block Inc

CIK 1092203 RALEIGH, NC

Position in HRB

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,050,132

+$167,602 QoQ

Shares Held

27,577

-0.8% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#217

of 536 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $2,058,181 across 2 Personal Services names. HRB ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HRB	H&R Block Inc This page	27,577	$1,050,132
2	FTDR	Frontdoor, Inc.	12,992	$1,008,049

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,050,132	27,577	-0.8%	Shares	Sole	2026-07-13
2026-03-31	$882,530	27,805	+1.4%	Shares	Sole	2026-05-13
2025-12-31	$1,194,876	27,418	+0.4%	Shares	Sole	2026-02-18
2025-09-30	$1,380,813	27,305	+2.5%	Shares	Sole	2025-10-31
2025-06-30	$1,461,775	26,631	+145.2%	Shares	Sole	2025-07-30
2025-03-31	$596,432	10,862	+2.9%	Shares	Sole	2025-04-14
2024-12-31	$557,567	10,552	+3.9%	Shares	Sole	2025-01-21
2024-09-30	$645,668	10,160	+3.4%	Shares	Sole	2024-10-17
2024-06-30	$532,701	9,823	-18.9%	Shares	Sole	2024-07-19
2024-03-31	$594,722	12,110	+1.2%	Shares	Sole	2024-04-15
2023-12-31	$578,795	11,966	+2.5%	Shares	Sole	2024-01-22
2023-09-30	$502,725	11,675	-0.5%	Shares	Sole	2023-10-30
2023-06-30	$373,930	11,733	+4.4%	Shares	Sole	2023-08-15
2023-03-31	$396,069	11,236	-16.1%	Shares	Sole	2023-05-11
2022-12-31	$489,124	13,397	+6.7%	Shares	Sole	2023-01-24
2022-09-30	$534,047	12,554	+29.6%	Shares	Sole	2022-10-20
2022-06-30	$342,215	9,689	0.0%	Shares	Sole	2022-07-26
2022-03-31	$252,301	9,689	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.