Summit Trail Advisors, LLC

Position in HRB — H&R Block Inc

CIK 1698478 NEW YORK, NY

Position in HRB

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

Position Value

$1,902,324

+$777,776 QoQ

Shares Held

49,956

+41.0% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#161

of 536 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $6,237,862 across 4 Personal Services names. HRB ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	25,728	$1,954,298
2	HRB	H&R Block Inc This page	49,956	$1,902,324
3	ROL	Rollins Inc	37,672	$1,572,429
4	BFAM	Bright Horizons Family Solutions Inc.	11,411	$808,811

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,902,324	49,956	+41.0%	Shares	Sole	2026-08-11
2026-03-31	$1,124,548	35,430	+64.9%	Shares	Sole	2026-05-12
2025-12-31	$936,141	21,481	-6.3%	Shares	Sole	2026-02-17
2025-09-30	$1,159,570	22,930	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.