Focus Partners Wealth

Position in HRB — H&R Block Inc

CIK 1542153 ST LOUIS, MO

Position in HRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,187,448

+$2,742,739 QoQ

Shares Held

83,704

+497.4% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#120

of 536 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 35% Shared 1% None 64%

Consumer Cyclical · as of Jun 30, 2026

Focus Partners Wealth holds $4,773,798 across 4 Personal Services names. HRB ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	83,704	$3,187,448
2	BFAM	Bright Horizons Family Solutions Inc.	13,955	$989,130
3	SCI	Service Corp International	4,849	$368,330
4	FTDR	Frontdoor, Inc.	2,950	$228,890

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,187,448	83,704	+497.4%	Shares	Sole	2026-08-12
2026-03-31	$444,709	14,011	-36.9%	Shares	Sole	2026-05-15
2025-12-31	$967,824	22,208	+21.3%	Shares	Sole	2026-02-13
2025-09-30	$925,582	18,303	-4.3%	Shares	Sole	2025-11-14
2025-06-30	$1,050,320	19,135	-0.2%	Shares	Sole	2025-08-14
2025-03-31	$1,053,173	19,180	-17.2%	Shares	Sole	2025-05-20
2024-12-31	$1,224,567	23,175	+227.9%	Shares	Sole	2025-05-20
2024-09-30	$449,107	7,067	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.