Leonteq Securities AG

Broker-Dealer

Position in HRB — H&R Block Inc

CIK 1535950 ZURICH, V8

Position in HRB

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

Position Value

$26,656

-$59,613 QoQ

Shares Held

700

-74.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#421

of 536 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Leonteq Securities AG holds $84,524 across 4 Personal Services names. HRB ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	943	$39,360
2	HRB	H&R Block Inc This page	700	$26,656
3	CSV	Carriage Services Inc	245	$9,393
4	SCI	Service Corp International	120	$9,115

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,656	700	-74.2%	Shares	Sole	2026-07-27
2026-03-31	$86,269	2,718	+13.6%	Shares	Sole	2026-04-27
2024-03-31	$117,520	2,393	-3.6%	Shares	Sole	2026-03-11
2023-12-31	$120,102	2,483	-51.9%	Shares	Sole	2026-03-11
2023-09-30	$222,232	5,161	+1.7%	Shares	Sole	2026-03-11
2023-06-30	$161,740	5,075	+239.0%	Shares	Sole	2026-03-11
2023-03-31	$52,769	1,497	+11.3%	Shares	Sole	2026-03-11
2022-12-31	$49,105	1,345	+12.6%	Shares	Sole	2026-03-26
2022-09-30	$50,835	1,195	-40.7%	Shares	Sole	2026-03-26
2021-09-30	$50,375	2,015	+201400.0%	Shares	Sole	2026-03-26
2020-12-31	$15	1	—	Shares	Sole	2026-03-26
No filing history on record for this holder in this stock.