CAPTRUST FINANCIAL ADVISORS

Position in HRB — H&R Block Inc

CIK 1512024 RALEIGH, NC

Position in HRB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,856,057

+$1,423,378 QoQ

Shares Held

48,741

+257.5% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#164

of 539 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Consumer Cyclical · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $24,339,253 across 5 Personal Services names. HRB ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	405,096	$16,908,707
2	SCI	Service Corp International	33,960	$2,579,601
3	HRB	H&R Block Inc This page	48,741	$1,856,057
4	BFAM	Bright Horizons Family Solutions Inc.	22,168	$1,571,267
5	FTDR	Frontdoor, Inc.	18,348	$1,423,621

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,856,057	48,741	+257.5%	Shares	Sole	2026-08-13
2026-03-31	$432,679	13,632	+47.7%	Shares	Sole	2026-05-15
2025-12-31	$402,156	9,228	+7.2%	Shares	Sole	2026-02-17
2025-09-30	$435,255	8,607	+67.5%	Shares	Sole	2025-11-19
2025-06-30	$282,134	5,140	+28.1%	Shares	Sole	2025-08-15
2025-03-31	$220,353	4,013	-47.9%	Shares	Sole	2025-05-15
2024-12-31	$407,237	7,707	-31.0%	Shares	Sole	2025-02-14
2024-09-30	$709,789	11,169	+31.0%	Shares	Sole	2024-11-14
2024-06-30	$462,256	8,524	+53.5%	Shares	Sole	2024-08-15
2024-03-31	$272,658	5,552	-58.6%	Shares	Sole	2024-05-15
2023-12-31	$648,496	13,407	+56.3%	Shares	Sole	2024-02-14
2023-09-30	$369,325	8,577	+20.4%	Shares	Sole	2023-11-15
2023-03-31	$251,015	7,121	+3.5%	Shares	Sole	2023-05-15
2022-12-31	$251,188	6,880	-0.9%	Shares	Sole	2023-02-15
2022-09-30	$295,270	6,941	+212.5%	Shares	Sole	2022-11-16
2022-06-30	$78,445	2,221	-4.7%	Shares	Sole	2022-08-23
2022-03-31	$60,699	2,331	-53.8%	Shares	Sole	2022-05-16
2021-12-31	$118,836	5,044	+464.8%	Shares	Sole	2022-02-14
2021-09-30	$22,325	893	+11.3%	Shares	Sole	2021-11-16
2021-06-30	$18,830	802	-9.7%	Shares	Sole	2021-08-16
2021-03-31	$19,358	888	+76.9%	Shares	Sole	2021-05-17
2020-12-31	$7,961	502	-18.6%	Shares	Sole	2021-02-16
2020-09-30	$10,050	617	+83.6%	Shares	Sole	2020-11-17
2020-06-30	$4,798	336	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.