MATHER GROUP, LLC.

Position in HRB — H&R Block Inc

CIK 1527641 CHICAGO, IL

Position in HRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,220

+$3,367 QoQ

Shares Held

531

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#434

of 536 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MATHER GROUP, LLC. holds $146,552 across 5 Personal Services names. HRB ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	2,704	$112,864
2	HRB	H&R Block Inc This page	531	$20,220
3	BFAM	Bright Horizons Family Solutions Inc.	76	$5,386
4	FTDR	Frontdoor, Inc.	66	$5,120
5	SCI	Service Corp International	39	$2,962

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,220	531	0.0%	Shares	Sole	2026-07-27
2026-03-31	$16,853	531	-22.5%	Shares	Sole	2026-04-13
2025-09-30	$34,640	685	-3.5%	Shares	Sole	2025-10-21
2025-03-31	$38,986	710	+23.5%	Shares	Sole	2025-04-25
2024-12-31	$30,383	575	0.0%	Shares	Sole	2025-01-27
2024-09-30	$36,541	575	0.0%	Shares	Sole	2024-10-07
2024-06-30	$31,182	575	0.0%	Shares	Sole	2024-07-09
2024-03-31	$28,238	575	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.