LPL Financial LLC

Position in HRB — H&R Block Inc

CIK 1403438 FORT MILL, SC

Position in HRB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,841,548

+$517,926 QoQ

Shares Held

100,881

-3.7% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#111

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

LPL Financial LLC holds $34,251,904 across 6 Personal Services names. HRB ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	354,123	$14,781,094
2	SCI	Service Corp International	135,239	$10,272,754
3	HRB	H&R Block Inc This page	100,881	$3,841,548
4	CSV	Carriage Services Inc	58,391	$2,238,710
5	BFAM	Bright Horizons Family Solutions Inc.	26,746	$1,895,756
6	FTDR	Frontdoor, Inc.	15,750	$1,222,042

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,841,548	100,881	-3.7%	Shares	Sole	2026-08-07
2026-03-31	$3,323,622	104,714	+60.2%	Shares	Sole	2026-05-06
2025-12-31	$2,848,650	65,366	-2.1%	Shares	Sole	2026-02-11
2025-09-30	$3,377,469	66,788	+5.4%	Shares	Sole	2025-11-12
2025-06-30	$3,477,720	63,358	-40.9%	Shares	Sole	2025-08-12
2025-03-31	$5,885,802	107,190	+8.7%	Shares	Sole	2025-05-07
2024-12-31	$5,209,601	98,592	+34.4%	Shares	Sole	2025-02-11
2024-09-30	$4,663,108	73,377	-3.8%	Shares	Sole	2024-11-08
2024-06-30	$4,135,145	76,252	-4.3%	Shares	Sole	2024-08-07
2024-03-31	$3,914,901	79,717	-14.8%	Shares	Sole	2024-05-10
2023-12-31	$4,524,481	93,539	+14.0%	Shares	Sole	2024-02-14
2023-09-30	$3,532,943	82,047	+3.9%	Shares	Sole	2023-11-13
2023-06-30	$2,517,730	79,000	-31.3%	Shares	Sole	2023-07-31
2023-03-31	$4,052,727	114,971	+6.7%	Shares	Sole	2023-05-10
2022-12-31	$3,935,011	107,779	+25.0%	Shares	Sole	2023-02-07
2022-09-30	$3,668,011	86,225	+50.4%	Shares	Sole	2022-11-14
2022-06-30	$2,024,365	57,315	+15.4%	Shares	Sole	2022-08-12
2022-03-31	$1,292,886	49,650	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$1,157,761	49,141	-24.6%	Shares	Sole	2022-02-14
2021-09-30	$1,629,900	65,196	-14.0%	Shares	Sole	2021-11-15
2021-06-30	$1,780,699	75,839	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$1,647,622	75,579	+4.1%	Shares	Sole	2021-05-14
2020-12-31	$1,151,102	72,579	+31.6%	Shares	Sole	2021-02-12
2020-09-30	$898,279	55,143	-3.0%	Shares	Sole	2020-11-09
2020-06-30	$811,932	56,858	+21.5%	Shares	Sole	2020-08-13
2020-03-31	$658,746	46,786	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.