MassMutual Private Wealth & Trust, FSB

Position in HRB — H&R Block Inc

CIK 1103653 Windsor, CT

Position in HRB

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$34,081

+$15,641 QoQ

Shares Held

895

+54.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#416

of 536 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $2,456,970 across 5 Personal Services names. HRB ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	56,268	$2,348,626
2	HRB	H&R Block Inc This page	895	$34,081
3	SCI	Service Corp International	445	$33,802
4	FTDR	Frontdoor, Inc.	347	$26,923
5	BFAM	Bright Horizons Family Solutions Inc.	191	$13,538

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,081	895	+54.0%	Shares	Sole	2026-07-02
2026-03-31	$18,440	581	+448.1%	Shares	Sole	2026-04-13
2025-12-31	$4,619	106	-32.9%	Shares	Sole	2026-01-07
2025-09-30	$7,990	158	-29.5%	Shares	Sole	2025-10-22
2025-06-30	$12,295	224	+3.7%	Shares	Sole	2025-07-09
2025-03-31	$11,860	216	-6.5%	Shares	Sole	2025-04-01
2024-12-31	$12,206	231	+37.5%	Shares	Sole	2025-01-16
2024-09-30	$10,676	168	+28.2%	Shares	Sole	2024-10-02
2024-06-30	$7,104	131	0.0%	Shares	Sole	2024-07-02
2024-03-31	$6,433	131	0.0%	Shares	Sole	2024-04-09
2023-12-31	$6,336	131	+2.3%	Shares	Sole	2024-01-03
2023-09-30	$5,511	128	-9.2%	Shares	Sole	2023-10-04
2023-06-30	$4,493	141	+20.5%	Shares	Sole	2023-08-02
2023-03-31	$4,124	117	0.0%	Shares	Sole	2023-04-11
2022-12-31	$4,271	117	0.0%	Shares	Sole	2023-01-06
2022-09-30	$4,977	117	0.0%	Shares	Sole	2022-10-07
2022-06-30	$4,132	117	0.0%	Shares	Sole	2022-07-07
2022-03-31	$3,046	117	+265.6%	Shares	Sole	2022-04-08
2021-12-31	$753	32	-88.0%	Shares	Sole	2022-02-09
2021-09-30	$6,675	267	+734.4%	Shares	Sole	2021-11-12
2021-06-30	$751	32	0.0%	Shares	Sole	2021-08-16
2021-03-31	$697	32	-77.6%	Shares	Sole	2021-05-17
2020-06-30	$2,042	143	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.