ENVESTNET ASSET MANAGEMENT INC

Position in HRB — H&R Block Inc

CIK 1407543 Berwyn, PA

Position in HRB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$945,344

-$1,114,944 QoQ

Shares Held

29,784

-37.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $112,092,120 across 5 Personal Services names. HRB ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	1,217,602	$65,032,122
2	BFAM	Bright Horizons Family Solutions Inc.	288,242	$23,673,315
3	SCI	Service Corp International	183,359	$15,128,951
4	FTDR	Frontdoor, Inc.	138,335	$7,312,388
5	HRB	H&R Block Inc This page	29,784	$945,344

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$945,344	29,784	-37.0%	Shares	Sole	2026-05-04
2025-12-31	$2,060,288	47,276	-11.0%	Shares	Sole	2026-02-10
2025-09-30	$2,686,278	53,120	-91.4%	Shares	Sole	2025-11-05
2025-06-30	$33,802,689	615,826	-12.5%	Shares	Sole	2025-08-01
2025-03-31	$38,638,629	703,672	+17.7%	Shares	Sole	2025-04-29
2024-12-31	$31,582,415	597,699	+1.7%	Shares	Sole	2025-02-13
2024-09-30	$37,366,256	587,982	+541.3%	Shares	Sole	2024-11-07
2024-06-30	$4,972,131	91,686	+6.5%	Shares	Sole	2024-08-08
2024-03-31	$4,226,750	86,067	+49.6%	Shares	Sole	2024-05-13
2023-12-31	$2,782,677	57,529	+60.0%	Shares	Sole	2024-02-13
2023-09-30	$1,548,480	35,961	-56.6%	Shares	Sole	2023-11-13
2023-06-30	$2,641,831	82,894	-80.0%	Shares	Sole	2023-08-04
2023-03-31	$14,591,808	413,952	+121.3%	Shares	Sole	2023-05-11
2022-12-31	$6,829,560	187,060	-10.2%	Shares	Sole	2023-02-07
2022-09-30	$8,859,167	208,255	-20.0%	Shares	Sole	2022-11-10
2022-06-30	$9,196,621	260,380	+112.4%	Shares	Sole	2022-08-03
2022-03-31	$3,192,425	122,597	+0.8%	Shares	Sole	2022-05-04
2021-12-31	$2,864,848	121,598	-21.2%	Shares	Sole	2022-02-04
2021-09-30	$3,860,000	154,400	+39.5%	Shares	Sole	2021-10-07
2021-06-30	$2,599,165	110,697	+7.7%	Shares	Sole	2021-08-04
2021-03-31	$2,239,666	102,737	+2.7%	Shares	Sole	2021-05-04
2020-12-31	$1,586,111	100,007	-84.3%	Shares	Sole	2021-02-02
2020-09-30	$10,346,788	635,162	+11.0%	Shares	Sole	2020-10-09
2020-06-30	$8,170,773	572,183	+258.4%	Shares	Sole	2020-07-08
2020-03-31	$2,247,632	159,633	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.