Kestra Advisory Services, LLC

Position in HRB — H&R Block Inc

CIK 1830819 AUSTIN, TX

Position in HRB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,222,656

-$157,217 QoQ

Shares Held

38,521

+21.7% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $949,059 across 2 Personal Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SCI	Service Corp International	7,835	$595,146
2	ROL	Rollins Inc	8,479	$353,913

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,222,656	38,521	+21.7%	Shares	Sole	2026-04-30
2025-12-31	$1,379,873	31,663	+11.4%	Shares	Sole	2026-02-13
2025-09-30	$1,436,895	28,414	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$1,568,152	28,569	+3.7%	Shares	Sole	2025-08-15
2025-03-31	$1,513,374	27,561	+7.4%	Shares	Sole	2025-05-14
2024-12-31	$1,355,398	25,651	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$1,579,090	24,848	-1.4%	Shares	Sole	2024-11-13
2024-06-30	$1,367,084	25,209	+2.6%	Shares	Sole	2024-08-14
2024-03-31	$1,206,485	24,567	+2.1%	Shares	Sole	2024-05-15
2023-12-31	$1,163,685	24,058	+8.8%	Shares	Sole	2024-02-14
2023-09-30	$952,487	22,120	+81.9%	Shares	Sole	2023-11-13
2023-06-30	$387,602	12,162	+73.6%	Shares	Sole	2023-08-11
2023-03-31	$246,891	7,004	-20.6%	Shares	Sole	2023-05-12
2022-12-31	$322,054	8,821	-18.4%	Shares	Sole	2023-01-31
2022-09-30	$459,729	10,807	-0.8%	Shares	Sole	2022-11-01
2022-06-30	$384,846	10,896	+20.7%	Shares	Sole	2022-08-12
2022-03-31	$235,141	9,030	-13.3%	Shares	Sole	2022-07-20
2021-12-31	$245,518	10,421	-33.9%	Shares	Sole	2022-07-25
2021-09-30	$394,150	15,766	+3.8%	Shares	Sole	2022-07-25
2021-06-30	$356,802	15,196	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.