NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Position in HRB — H&R Block Inc

CIK 1141802 MILWAUKEE, WI

Position in HRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$793,777

+$582,135 QoQ

Shares Held

20,845

+212.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#240

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $1,132,545 across 6 Personal Services names. HRB ranks #1 (70.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	20,845	$793,777
2	ROL	Rollins Inc	5,996	$250,273
3	SCI	Service Corp International	1,081	$82,112
4	FTDR	Frontdoor, Inc.	45	$3,491
5	BFAM	Bright Horizons Family Solutions Inc.	30	$2,126
6	CSV	Carriage Services Inc	20	$766

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,777	20,845	+212.6%	Shares	Defined	2026-08-12
2026-03-31	$211,642	6,668	+979.0%	Shares	Defined	2026-05-07
2025-12-31	$26,932	618	-26.4%	Shares	Defined	2026-02-10
2025-09-30	$42,478	840	+18.1%	Shares	Defined	2025-11-14
2025-06-30	$39,026	711	+100.8%	Shares	Defined	2025-08-13
2025-03-31	$19,438	354	-78.0%	Shares	Defined	2025-05-14
2024-12-31	$85,019	1,609	+779.2%	Shares	Defined	2025-02-11
2024-09-30	$11,629	183	-6.6%	Shares	Defined	2024-11-12
2024-06-30	$10,629	196	-9.7%	Shares	Defined	2024-08-16
2024-03-31	$10,656	217	-12.9%	Shares	Defined	2024-05-15
2023-12-31	$12,044	249	-63.4%	Shares	Defined	2024-02-13
2023-09-30	$29,323	681	+227.4%	Shares	Defined	2023-11-14
2023-06-30	$6,628	208	-0.5%	Shares	Defined	2023-08-14
2023-03-31	$7,367	209	+7.7%	Shares	Defined	2023-05-15
2022-12-31	$7,082	194	+16.2%	Shares	Defined	2023-02-21
2022-09-30	$7,104	167	-42.2%	Shares	Defined	2022-11-14
2022-06-30	$10,207	289	+73.1%	Shares	Defined	2022-08-04
2022-03-31	$4,348	167	-17.7%	Shares	Defined	2022-05-09
2021-12-31	$4,782	203	+21.6%	Shares	Defined	2022-02-03
2021-09-30	$4,175	167	0.0%	Shares	Defined	2021-11-15
2021-06-30	$3,921	167	0.0%	Shares	Defined	2021-08-13
2021-03-31	$3,640	167	0.0%	Shares	Defined	2021-05-14
2020-12-31	$2,648	167	-63.7%	Shares	Defined	2021-02-12
2020-09-30	$7,493	460	0.0%	Shares	Defined	2020-11-13
2020-06-30	$6,568	460	-41.6%	Shares	Defined	2020-08-14
2020-03-31	$11,080	787	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.