ASSETMARK, INC

Position in HRB — H&R Block Inc

CIK 1344551 CONCORD, CA

Position in HRB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$6,379

-$8,656 QoQ

Shares Held

201

-41.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

ASSETMARK, INC holds $13,634,170 across 5 Personal Services names. HRB ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	150,485	$12,416,517
2	BFAM	Bright Horizons Family Solutions Inc.	10,130	$831,976
3	FTDR	Frontdoor, Inc.	4,987	$263,612
4	ROL	Rollins Inc	2,166	$115,686
5	HRB	H&R Block Inc This page	201	$6,379

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,379	201	-41.7%	Shares	Sole	2026-05-06
2025-12-31	$15,035	345	-57.1%	Shares	Sole	2026-01-23
2025-09-30	$40,708	805	-24.8%	Shares	Sole	2025-11-06
2025-06-30	$58,787	1,071	+31.2%	Shares	Sole	2025-08-04
2025-03-31	$44,806	816	+11.9%	Shares	Sole	2025-05-06
2024-12-31	$38,520	729	-43.8%	Shares	Sole	2025-02-06
2024-09-30	$82,424	1,297	+542.1%	Shares	Sole	2024-11-01
2024-06-30	$10,954	202	+7.4%	Shares	Sole	2024-08-13
2024-03-31	$9,232	188	-78.6%	Shares	Sole	2024-05-07
2023-12-31	$42,565	880	+1900.0%	Shares	Sole	2024-02-09
2022-03-31	$1,145	44	-56.9%	Shares	Sole	2022-05-13
2021-12-31	$2,403	102	-100.0%	Shares	Sole	2022-02-14
2021-09-30	$12,580,500	503,220	+70182.1%	Shares	Sole	2021-11-12
2021-03-31	$15,608	716	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.