Sequoia Financial Advisors, LLC

Position in HRB — H&R Block Inc

CIK 1599900 Akron, OH

Position in HRB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$955,693

+$60,752 QoQ

Shares Held

25,097

-11.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#31

of 146 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $17,825,841 across 4 Personal Services names. HRB ranks #2 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	209,888	$15,943,092
2	HRB	H&R Block Inc This page	25,097	$955,693
3	ROL	Rollins Inc	12,334	$514,821
4	FTDR	Frontdoor, Inc.	5,313	$412,235

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$955,693	25,097	-11.0%	Shares	Sole	2026-07-17
2026-03-31	$894,941	28,196	+13.7%	Shares	Sole	2026-04-30
2025-12-31	$1,080,566	24,795	+19.2%	Shares	Sole	2026-02-03
2025-09-30	$1,052,260	20,808	-9.7%	Shares	Sole	2025-10-29
2025-06-30	$1,265,324	23,052	-6.1%	Shares	Sole	2025-07-25
2025-03-31	$1,348,260	24,554	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.