HighTower Advisors, LLC

Position in HRB — H&R Block Inc

CIK 1462245 CHICAGO, IL

Position in HRB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$665,524

-$13,278 QoQ

Shares Held

20,968

+34.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

HighTower Advisors, LLC holds $127,830,050 across 5 Personal Services names. HRB ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	1,473,006	$121,537,725
2	BFAM	Bright Horizons Family Solutions Inc.	42,414	$3,483,461
3	ROL	Rollins Inc	32,341	$1,727,332
4	HRB	H&R Block Inc This page	20,968	$665,524
5	FTDR	Frontdoor, Inc.	7,870	$416,008

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$665,524	20,968	+34.6%	Shares	Sole	2026-05-05
2025-12-31	$678,802	15,576	-18.3%	Shares	Sole	2026-02-06
2025-09-30	$964,471	19,072	+27.5%	Shares	Sole	2025-11-07
2025-06-30	$821,319	14,963	-12.2%	Shares	Sole	2025-08-11
2025-03-31	$935,721	17,041	-11.2%	Shares	Sole	2025-05-13
2024-12-31	$1,013,682	19,184	+6.7%	Shares	Sole	2025-02-07
2024-09-30	$1,142,756	17,982	+18.5%	Shares	Sole	2024-11-14
2024-06-30	$823,157	15,179	-21.7%	Shares	Sole	2024-08-13
2024-03-31	$951,506	19,375	-98.0%	Shares	Sole	2024-05-06
2023-12-31	$46,461,271	960,539	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$41,080,876	954,038	+7.4%	Shares	Sole	2023-11-08
2023-06-30	$28,318,407	888,560	+7.6%	Shares	Sole	2023-08-14
2023-03-31	$29,097,288	825,455	+18.5%	Shares	Sole	2023-05-12
2022-12-31	$25,427,608	696,456	-39.8%	Shares	Sole	2023-02-09
2022-09-30	$49,242,985	1,157,569	-0.6%	Shares	Sole	2022-11-09
2022-06-30	$41,136,532	1,164,681	+17.3%	Shares	Sole	2022-08-10
2022-03-31	$25,863,474	993,221	+7.2%	Shares	Sole	2022-05-12
2021-12-31	$21,833,570	926,722	+9.4%	Shares	Sole	2022-02-10
2021-09-30	$21,177,050	847,082	+52.8%	Shares	Sole	2021-11-12
2021-06-30	$13,015,433	554,320	+644.4%	Shares	Sole	2021-08-06
2020-12-31	$1,181,094	74,470	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.