TD PRIVATE CLIENT WEALTH LLC

Position in HRB — H&R Block Inc

CIK 1551017 NEW YORK, NY

Position in HRB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$276,575

+$46,016 QoQ

Shares Held

7,263

-0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#335

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $2,609,733 across 5 Personal Services names. HRB ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	24,892	$1,038,992
2	BFAM	Bright Horizons Family Solutions Inc.	14,200	$1,006,496
3	FTDR	Frontdoor, Inc.	3,641	$282,505
4	HRB	H&R Block Inc This page	7,263	$276,575
5	SCI	Service Corp International	68	$5,165

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,575	7,263	-0.0%	Shares	Defined	2026-08-04
2026-03-31	$230,559	7,264	-4.7%	Shares	Defined	2026-04-27
2025-12-31	$332,036	7,619	+173.0%	Shares	Defined	2026-02-05
2025-09-30	$141,140	2,791	-68.0%	Shares	Defined	2025-10-27
2025-06-30	$478,311	8,714	-0.4%	Shares	Defined	2025-07-15
2025-03-31	$480,187	8,745	+25.6%	Shares	Defined	2025-04-29
2024-12-31	$367,819	6,961	+14.6%	Shares	Defined	2025-02-11
2024-09-30	$386,129	6,076	+38.7%	Shares	Defined	2024-11-18
2024-06-30	$237,581	4,381	+9.1%	Shares	Defined	2024-08-14
2024-03-31	$197,176	4,015	+53.2%	Shares	Defined	2024-08-16
2023-12-31	$126,729	2,620	+11.6%	Shares	Defined	2024-08-16
2023-09-30	$101,061	2,347	+80.5%	Shares	Defined	2024-08-16
2023-06-30	$41,431	1,300	-35.6%	Shares	Defined	2024-08-16
2023-03-31	$71,205	2,020	-10.5%	Shares	Defined	2024-08-16
2022-12-31	$82,403	2,257	-9.0%	Shares	Defined	2024-08-16
2022-09-30	$105,456	2,479	-15.0%	Shares	Defined	2024-08-16
2022-06-30	$102,993	2,916	-22.5%	Shares	Defined	2024-08-16
2022-03-31	$97,988	3,763	+1481.1%	Shares	Defined	2024-08-16
2021-12-31	$5,607	238	0.0%	Shares	Defined	2024-08-16
2021-09-30	$5,950	238	0.0%	Shares	Defined	2024-08-16
2021-06-30	$5,588	238	-2.9%	Shares	Defined	2024-08-16
2021-03-31	$5,341	245	-3.2%	Shares	Defined	2024-08-16
2020-12-31	$4,012	253	-17.6%	Shares	Defined	2024-08-16
2020-09-30	$5,001	307	-54.2%	Shares	Defined	2024-08-16
2020-06-30	$9,567	670	-44.3%	Shares	Defined	2024-08-16
2020-03-31	$16,924	1,202	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.