Cetera Investment Advisers

Position in HRB — H&R Block Inc

CIK 1666741 SCHAUMBURG, IL

Position in HRB

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

Position Value

$1,370,994

+$517,157 QoQ

Shares Held

36,003

+33.8% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#193

of 536 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cetera Investment Advisers holds $21,496,891 across 5 Personal Services names. HRB ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	409,288	$17,083,681
2	HRB	H&R Block Inc This page	36,003	$1,370,994
3	BFAM	Bright Horizons Family Solutions Inc.	17,261	$1,223,459
4	SCI	Service Corp International	15,822	$1,201,839
5	FTDR	Frontdoor, Inc.	7,951	$616,918

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,370,994	36,003	+33.8%	Shares	Sole	2026-08-12
2026-03-31	$853,837	26,901	-10.8%	Shares	Sole	2026-05-13
2025-12-31	$1,314,198	30,156	-15.1%	Shares	Sole	2026-02-17
2025-09-30	$1,795,588	35,507	+9.1%	Shares	Sole	2025-11-14
2025-06-30	$1,786,943	32,555	-38.0%	Shares	Sole	2025-08-08
2025-03-31	$2,884,532	52,532	+39.7%	Shares	Sole	2025-05-06
2024-12-31	$1,986,678	37,598	+13.0%	Shares	Sole	2025-02-14
2024-09-30	$2,115,261	33,285	+9.8%	Shares	Sole	2024-11-13
2024-06-30	$1,643,982	30,315	-18.9%	Shares	Sole	2024-08-22
2024-03-31	$1,835,388	37,373	+575.7%	Shares	Sole	2024-05-24
2023-12-31	$267,534	5,531	-63.6%	Shares	Sole	2024-02-13
2023-09-30	$654,253	15,194	+10.7%	Shares	Sole	2023-11-14
2023-06-30	$437,511	13,728	-66.7%	Shares	Sole	2023-08-10
2023-03-31	$1,453,075	41,222	-2.8%	Shares	Sole	2023-05-15
2022-12-31	$1,547,804	42,394	-28.3%	Shares	Sole	2023-02-14
2022-09-30	$3,000	59,164	+90.9%	Shares	Sole	2022-11-14
2022-06-30	$1,094,743	30,995	+43.5%	Shares	Sole	2022-08-11
2022-03-31	$562,542	21,603	+12.6%	Shares	Sole	2022-05-13
2021-12-31	$451,857	19,179	-8.9%	Shares	Sole	2022-02-14
2021-09-30	$526,050	21,042	+27.6%	Shares	Sole	2021-11-16
2021-06-30	$387,349	16,497	-2.9%	Shares	Sole	2021-08-13
2021-03-31	$370,403	16,991	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$266,939	16,831	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.