FARMERS & MERCHANTS INVESTMENTS INC

Position in HRB — H&R Block Inc

CIK 1259969 LINCOLN, NE

Position in HRB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,760

+$793 QoQ

Shares Held

125

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#472

of 536 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

FARMERS & MERCHANTS INVESTMENTS INC holds $33,471 across 5 Personal Services names. HRB ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	351	$14,650
2	SCI	Service Corp International	115	$8,735
3	HRB	H&R Block Inc This page	125	$4,760
4	FTDR	Frontdoor, Inc.	44	$3,413
5	BFAM	Bright Horizons Family Solutions Inc.	27	$1,913

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,760	125	0.0%	Shares	Sole	2026-07-20
2026-03-31	$3,967	125	0.0%	Shares	Sole	2026-04-23
2025-12-31	$5,447	125	+5.0%	Shares	Sole	2026-02-03
2025-09-30	$6,017	119	+4.4%	Shares	Sole	2025-10-17
2025-06-30	$6,257	114	+7.5%	Shares	Sole	2025-07-14
2025-03-31	$5,820	106	+86.0%	Shares	Sole	2025-04-16
2024-12-31	$3,011	57	0.0%	Shares	Sole	2025-01-28
2024-09-30	$3,622	57	-6.6%	Shares	Sole	2024-10-25
2024-06-30	$3,308	61	0.0%	Shares	Sole	2024-08-05
2024-03-31	$2,995	61	-7.6%	Shares	Sole	2024-04-18
2023-12-31	$3,192	66	0.0%	Shares	Sole	2024-01-23
2023-09-30	$2,841	66	0.0%	Shares	Sole	2023-10-25
2023-06-30	$2,103	66	0.0%	Shares	Sole	2023-08-01
2023-03-31	$2,326	66	0.0%	Shares	Sole	2023-05-12
2022-12-31	$2,409	66	0.0%	Shares	Sole	2023-02-02
2022-09-30	$2,807	66	-51.1%	Shares	Sole	2022-10-31
2020-09-30	$2,199	135	0.0%	Shares	Sole	2020-10-19
2020-06-30	$1,927	135	+2.3%	Shares	Sole	2020-07-21
2020-03-31	$1,858	132	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.