Bell Investment Advisors, Inc

Position in HRB — H&R Block Inc

CIK 1890149 ORINDA, CA

Position in HRB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,500

+$4,137 QoQ

Shares Held

302

+30.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#450

of 536 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $37,368 across 5 Personal Services names. HRB ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	424	$17,697
2	HRB	H&R Block Inc This page	302	$11,500
3	BFAM	Bright Horizons Family Solutions Inc.	60	$4,252
4	FTDR	Frontdoor, Inc.	28	$2,172
5	SCI	Service Corp International	23	$1,747

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,500	302	+30.2%	Shares	Sole	2026-08-07
2026-03-31	$7,363	232	+66.9%	Shares	Sole	2026-04-17
2025-12-31	$6,057	139	-5.4%	Shares	Sole	2026-02-24
2025-09-30	$7,433	147	-18.3%	Shares	Sole	2025-11-21
2025-06-30	$9,880	180	0.0%	Shares	Sole	2025-08-11
2025-03-31	$9,883	180	+5.3%	Shares	Sole	2025-05-16
2024-12-31	$9,035	171	-3.9%	Shares	Sole	2025-02-07
2024-09-30	$11,311	178	0.0%	Shares	Sole	2024-11-13
2024-06-30	$9,652	178	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$8,692	177	+10.6%	Shares	Sole	2024-05-08
2023-12-31	$7,739	160	+3.9%	Shares	Sole	2024-02-14
2023-09-30	$6,631	154	-15.8%	Shares	Sole	2023-11-08
2023-06-30	$5,832	183	+26.2%	Shares	Sole	2023-08-09
2023-03-31	$5,111	145	+49.5%	Shares	Sole	2023-05-10
2022-12-31	$3,541	97	-10.2%	Shares	Sole	2023-02-09
2022-09-30	$4,594	108	+9.1%	Shares	Sole	2022-11-09
2022-06-30	$3,496	99	+371.4%	Shares	Sole	2022-08-12
2021-12-31	$494	21	-91.8%	Shares	Sole	2022-02-14
2021-09-30	$6,400	256	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.