EverSource Wealth Advisors, LLC

Position in HRB — H&R Block Inc

CIK 1710537 BIRMINGHAM, AL

Position in HRB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$204,029

+$97,327 QoQ

Shares Held

5,358

+59.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#375

of 536 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $880,816 across 7 Personal Services names. HRB ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	8,259	$344,726
2	HRB	H&R Block Inc This page	5,358	$204,029
3	BFAM	Bright Horizons Family Solutions Inc.	2,265	$160,540
4	SCI	Service Corp International	1,787	$135,737
5	FTDR	Frontdoor, Inc.	407	$31,576
6	MED	Medifast Inc	274	$2,905
7	CSV	Carriage Services Inc	34	$1,303

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,029	5,358	+59.4%	Shares	Sole	2026-07-24
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.