NewEdge Wealth, LLC

Position in HRB — H&R Block Inc

CIK 1861796 STAMFORD, CT

Position in HRB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$662,135

+$222,759 QoQ

Shares Held

17,388

+25.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#257

of 536 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

NewEdge Wealth, LLC holds $5,649,567 across 3 Personal Services names. HRB ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	65,783	$2,745,782
2	BFAM	Bright Horizons Family Solutions Inc.	31,626	$2,241,650
3	HRB	H&R Block Inc This page	17,388	$662,135

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$662,135	17,388	+25.6%	Shares	Sole	2026-08-10
2026-03-31	$439,376	13,843	-98.4%	Shares	Sole	2026-05-13
2025-12-31	$36,770,581	843,749	+0.0%	Shares	Sole	2026-02-03
2025-09-30	$42,649,524	843,376	-11.6%	Shares	Sole	2025-11-07
2025-06-30	$52,375,928	954,198	-5.6%	Shares	Sole	2025-08-11
2025-03-31	$55,483,589	1,010,446	-7.8%	Shares	Sole	2025-05-09
2024-12-31	$57,897,422	1,095,712	+11.5%	Shares	Sole	2025-02-05
2024-09-30	$62,437,620	982,496	+2.6%	Shares	Sole	2024-11-12
2024-06-30	$51,930,051	957,589	+1.4%	Shares	Sole	2024-08-02
2024-03-31	$46,376,733	944,344	-16.7%	Shares	Sole	2024-05-06
2023-12-31	$54,851,289	1,133,994	+12.5%	Shares	Sole	2024-01-29
2023-09-30	$43,393,542	1,007,746	+22.9%	Shares	Sole	2023-11-08
2023-06-30	$26,124,572	819,723	+5.6%	Shares	Sole	2023-08-09
2023-03-31	$27,366,090	776,343	+8.5%	Shares	Sole	2023-05-08
2022-12-31	$26,134,734	715,824	+5.9%	Shares	Sole	2023-02-14
2022-09-30	$28,741,810	675,642	+10.7%	Shares	Sole	2022-11-14
2022-06-30	$21,557,526	610,349	+4.4%	Shares	Sole	2022-08-09
2022-03-31	$15,221,916	584,559	+20.4%	Shares	Sole	2022-05-10
2021-12-31	$11,440,335	485,583	+29.4%	Shares	Sole	2022-01-31
2021-09-30	$9,381,125	375,245	+48.5%	Shares	Sole	2021-11-12
2021-06-30	$5,934,687	252,755	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.