Ethic Inc.

Position in HRB — H&R Block Inc

CIK 1780570 NEW YORK, NY

Position in HRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,463,947

+$698,639 QoQ

Shares Held

38,444

+118.9% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#186

of 536 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Cyclical · as of Jun 30, 2026

Ethic Inc. holds $4,826,503 across 4 Personal Services names. HRB ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	67,421	$2,814,152
2	HRB	H&R Block Inc This page	38,444	$1,463,947
3	SCI	Service Corp International	3,761	$285,685
4	FTDR	Frontdoor, Inc.	3,386	$262,719

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,463,947	38,444	+118.9%	Shares	Sole	2026-07-29
2025-12-31	$765,308	17,561	-10.9%	Shares	Sole	2026-02-03
2025-09-30	$997,189	19,719	-4.3%	Shares	Sole	2025-10-17
2025-06-30	$1,130,898	20,603	+12.9%	Shares	Sole	2025-07-30
2025-03-31	$1,002,052	18,249	+30.4%	Shares	Sole	2025-05-13
2024-12-31	$739,548	13,996	+26.5%	Shares	Sole	2025-02-14
2024-09-30	$703,117	11,064	-17.3%	Shares	Sole	2024-11-13
2024-06-30	$725,543	13,379	+20.9%	Shares	Sole	2024-08-13
2024-03-31	$543,353	11,064	-31.3%	Shares	Sole	2024-05-13
2023-12-31	$778,950	16,104	-10.1%	Shares	Sole	2024-02-14
2023-09-30	$771,376	17,914	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$578,217	18,143	-12.6%	Shares	Sole	2023-08-14
2023-03-31	$731,931	20,764	+83.4%	Shares	Sole	2023-05-12
2022-12-31	$413,293	11,320	+14.5%	Shares	Sole	2023-02-14
2022-09-30	$420,507	9,885	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.