RITHOLTZ WEALTH MANAGEMENT

Position in HRB — H&R Block Inc

CIK 1698218 NEW YORK, NY

Position in HRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$838,255

+$196,727 QoQ

Shares Held

22,013

+8.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#235

of 536 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $1,370,962 across 2 Personal Services names. HRB ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HRB	H&R Block Inc This page	22,013	$838,255
2	SCI	Service Corp International	7,013	$532,707

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$838,255	22,013	+8.9%	Shares	Sole	2026-08-11
2026-03-31	$641,528	20,212	-33.3%	Shares	Sole	2026-04-20
2025-12-31	$1,320,996	30,312	-2.6%	Shares	Sole	2026-01-23
2025-09-30	$1,574,142	31,128	-3.6%	Shares	Sole	2025-10-28
2025-06-30	$1,771,904	32,281	-1.0%	Shares	Sole	2025-07-28
2025-03-31	$1,790,340	32,605	+1.3%	Shares	Sole	2025-04-17
2024-12-31	$1,701,183	32,195	-7.6%	Shares	Sole	2025-01-15
2024-09-30	$2,214,971	34,854	-9.6%	Shares	Sole	2024-10-10
2024-06-30	$2,091,922	38,575	-6.2%	Shares	Sole	2024-08-01
2024-03-31	$2,020,434	41,141	-0.1%	Shares	Sole	2024-04-24
2023-12-31	$1,991,054	41,163	+5.6%	Shares	Sole	2024-01-18
2023-09-30	$1,678,177	38,973	+8.0%	Shares	Sole	2023-10-13
2023-06-30	$1,150,347	36,095	-19.2%	Shares	Sole	2023-07-17
2023-03-31	$1,575,639	44,699	-11.2%	Shares	Sole	2023-04-20
2022-12-31	$1,836,891	50,312	+0.2%	Shares	Sole	2023-01-19
2022-09-30	$2,136,358	50,220	+5.8%	Shares	Sole	2022-10-19
2022-06-30	$1,675,898	47,449	+16.4%	Shares	Sole	2022-07-15
2022-03-31	$1,061,051	40,747	+92.5%	Shares	Sole	2022-04-14
2021-12-31	$498,741	21,169	+24.4%	Shares	Sole	2022-01-18
2021-09-30	$425,375	17,015	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.