EverSource Wealth Advisors, LLC

Position in HRB — H&R Block Inc

CIK 1710537 BIRMINGHAM, AL

Position in HRB

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$106,702

+$3,813 QoQ

Shares Held

3,362

+42.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $1,274,291 across 8 Personal Services names. HRB ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	10,131	$541,089
2	BFAM	Bright Horizons Family Solutions Inc.	4,165	$342,063
3	SCI	Service Corp International	2,919	$240,839
4	HRB	H&R Block Inc This page	3,362	$106,702
5	FTDR	Frontdoor, Inc.	669	$35,356
6	EM	Smart Share Global Ltd	4,207	$4,753
7	CSV	Carriage Services Inc	41	$1,871
8	MED	Medifast Inc	159	$1,618

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,702	3,362	+42.4%	Shares	Sole	2026-05-18
2025-12-31	$102,889	2,361	+69.1%	Shares	Sole	2026-02-06
2025-09-30	$70,593	1,396	+52.7%	Shares	Sole	2025-11-10
2025-06-30	$50,167	914	+119.2%	Shares	Sole	2025-08-13
2025-03-31	$22,896	417	+51.6%	Shares	Sole	2025-05-13
2024-12-31	$14,529	275	+57.1%	Shares	Sole	2025-02-10
2024-09-30	$11,120	175	-61.4%	Shares	Sole	2024-11-08
2024-06-30	$24,564	453	-16.3%	Shares	Sole	2024-08-13
2024-03-31	$26,566	541	+2.5%	Shares	Sole	2024-06-11
2023-12-31	$25,538	528	-4.9%	Shares	Sole	2024-02-09
2023-09-30	$23,896	555	+1581.8%	Shares	Sole	2023-11-03
2023-06-30	$1,051	33	-45.9%	Shares	Sole	2023-08-04
2023-03-31	$2,149	61	+190.5%	Shares	Sole	2023-05-11
2022-12-31	$766	21	0.0%	Shares	Sole	2023-02-09
2022-09-30	$893	21	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.