PRINCIPAL FINANCIAL GROUP INC

Position in HRB — H&R Block Inc

CIK 1126328 DES MOINES, IA

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Position in HRB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$10,954,320

+$1,957,650 QoQ

Shares Held

287,666

+1.5% QoQ

Ownership

0.233%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#57

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $129,741,701 across 6 Personal Services names. HRB ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	711,299	$54,030,271
2	FTDR	Frontdoor, Inc.	390,520	$30,300,446
3	BFAM	Bright Horizons Family Solutions Inc.	253,742	$17,985,232
4	ROL	Rollins Inc	387,379	$16,169,199
5	HRB	H&R Block Inc This page	287,666	$10,954,320
6	CSV	Carriage Services Inc	7,883	$302,233

All Filings in HRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,954,320	287,666	+1.5%	Shares	Defined	2026-08-04
2026-03-31	$8,996,670	283,449	+4.2%	Shares	Defined	2026-05-04
2025-12-31	$11,849,140	271,894	-8.5%	Shares	Defined	2026-02-02
2025-09-30	$15,033,752	297,286	-2.2%	Shares	Defined	2025-11-04
2025-06-30	$16,681,564	303,909	-1.5%	Shares	Defined	2025-08-08
2025-03-31	$16,948,465	308,659	-2.1%	Shares	Defined	2025-04-28
2024-12-31	$16,655,748	315,211	-2.6%	Shares	Defined	2025-01-31
2024-09-30	$20,561,729	323,552	-30.4%	Shares	Defined	2024-10-31
2024-06-30	$25,213,370	464,934	-11.8%	Shares	Defined	2024-07-29
2024-03-31	$25,899,385	527,375	-1.0%	Shares	Defined	2024-04-29
2023-12-31	$25,757,798	532,516	-5.9%	Shares	Defined	2024-02-07
2023-09-30	$24,380,011	566,187	-1.7%	Shares	Defined	2023-11-02
2023-06-30	$18,363,844	576,211	-4.5%	Shares	Defined	2023-08-07
2023-03-31	$21,276,582	603,591	-1.7%	Shares	Defined	2023-05-09
2022-12-31	$22,422,725	614,153	-10.1%	Shares	Defined	2023-02-09
2022-09-30	$29,058,733	683,092	-14.7%	Shares	Defined	2022-11-09
2022-06-30	$28,297,712	801,181	+7.0%	Shares	Defined	2022-08-10
2022-03-31	$19,502,892	748,959	-14.9%	Shares	Defined	2022-05-09
2021-12-31	$20,732,634	879,993	-14.0%	Shares	Defined	2022-02-09
2021-09-30	$25,586,650	1,023,466	-1.0%	Shares	Defined	2021-11-09
2021-06-30	$24,274,985	1,033,858	+14.9%	Shares	Defined	2021-08-10
2021-03-31	$19,621,809	900,083	+11.8%	Shares	Defined	2021-05-10
2020-12-31	$12,765,633	804,895	+36.5%	Shares	Defined	2021-02-23
2020-09-30	$9,604,860	589,617	+28.1%	Shares	Defined	2020-11-06
2020-06-30	$6,574,725	460,415	+21.1%	Shares	Defined	2020-08-05
2020-03-31	$5,354,806	380,313	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.