CX Institutional

Position in HRB — H&R Block Inc

CIK 1737089 AUBURN, IN

Position in HRB

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$378,439

+$69,514 QoQ

Shares Held

9,938

+2.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#307

of 536 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CX Institutional holds $1,334,836 across 4 Personal Services names. HRB ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	11,507	$874,071
2	HRB	H&R Block Inc This page	9,938	$378,439
3	ROL	Rollins Inc	1,952	$81,476
4	BFAM	Bright Horizons Family Solutions Inc.	12	$850

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,439	9,938	+2.1%	Shares	Sole	2026-07-02
2026-03-31	$308,925	9,733	+34660.7%	Shares	Sole	2026-04-06
2025-09-30	$1	28	0.0%	Shares	Sole	2025-10-23
2025-06-30	$2	28	0.0%	Shares	Sole	2025-07-16
2025-03-31	$2	28	-6.7%	Shares	Sole	2025-04-15
2022-06-30	$1,059	30	0.0%	Shares	Sole	2022-08-02
2021-09-30	$750	30	0.0%	Shares	Sole	2021-11-10
2021-06-30	$704	30	-97.0%	Shares	Sole	2021-08-04
2020-09-30	$16,420	1,008	+4.2%	Shares	Sole	2020-10-13
2020-06-30	$13,808	967	0.0%	Shares	Sole	2020-08-06
2020-03-31	$13,615	967	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.