1620 INVESTMENT ADVISORS, INC.

Position in HRB — H&R Block Inc

CIK 1907281 PLYMOUTH, MA

Position in HRB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$154,338

+$22,332 QoQ

Shares Held

4,053

-2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#383

of 536 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Consumer Cyclical · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $154,338 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HRB	H&R Block Inc This page	4,053	$154,338

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,338	4,053	-2.5%	Shares	Sole	2026-07-14
2026-03-31	$132,006	4,159	+9.2%	Shares	Sole	2026-05-13
2025-12-31	$165,996	3,809	-4.4%	Shares	Sole	2026-02-05
2025-09-30	$201,572	3,986	-3.4%	Shares	Sole	2025-10-07
2025-06-30	$226,476	4,126	+2.6%	Shares	Sole	2025-08-07
2025-03-31	$220,793	4,021	-8.6%	Shares	Sole	2025-05-14
2024-12-31	$232,390	4,398	-2.4%	Shares	Sole	2025-02-11
2024-09-30	$286,229	4,504	-46.5%	Shares	Sole	2024-10-25
2024-06-30	$456,887	8,425	0.0%	Shares	Sole	2024-07-23
2024-03-31	$413,751	8,425	-13.3%	Shares	Sole	2024-05-13
2023-12-31	$470,011	9,717	-5.1%	Shares	Sole	2024-02-09
2023-06-30	$326,316	10,239	+0.4%	Shares	Sole	2023-08-14
2022-12-31	$372,365	10,199	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$434,375	10,211	-9.3%	Shares	Sole	2022-11-14
2022-06-30	$397,844	11,264	+9.0%	Shares	Sole	2022-08-09
2022-03-31	$269,201	10,338	0.0%	Shares	Sole	2022-05-16
2021-12-31	$243,563	10,338	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.