Covestor Ltd

Position in HRB — H&R Block Inc

CIK 1909846 LONDON, X0

Position in HRB

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

Position Value

$169,417

+$98,129 QoQ

Shares Held

4,449

+98.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#381

of 536 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Cyclical · as of Jun 30, 2026

Covestor Ltd holds $339,149 across 6 Personal Services names. HRB ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	4,449	$169,417
2	BFAM	Bright Horizons Family Solutions Inc.	1,383	$98,027
3	FTDR	Frontdoor, Inc.	725	$56,252
4	SCI	Service Corp International	103	$7,823
5	ROL	Rollins Inc	179	$7,471
6	MED	Medifast Inc	15	$159

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,417	4,449	+98.1%	Shares	Sole	2026-08-07
2026-03-31	$71,288	2,246	+8.6%	Shares	Sole	2026-05-05
2025-12-31	$90,167	2,069	+47.9%	Shares	Sole	2026-02-06
2025-09-30	$70,747	1,399	+25.7%	Shares	Sole	2025-10-30
2025-06-30	$61,092	1,113	-17.9%	Shares	Sole	2025-08-11
2025-03-31	$74,457	1,356	+21.8%	Shares	Sole	2025-05-12
2024-12-31	$58,810	1,113	-8.6%	Shares	Sole	2025-02-13
2024-09-30	$77,403	1,218	-35.3%	Shares	Sole	2024-11-01
2024-06-30	$102,060	1,882	+6.3%	Shares	Sole	2024-08-09
2024-03-31	$86,973	1,771	-10.6%	Shares	Sole	2024-05-10
2023-12-31	$95,820	1,981	-63.2%	Shares	Sole	2024-02-09
2023-09-30	$231,533	5,377	+42.1%	Shares	Sole	2023-11-13
2023-06-30	$120,627	3,785	+19.7%	Shares	Sole	2023-08-11
2023-03-31	$111,495	3,163	+95.6%	Shares	Sole	2023-05-15
2022-12-31	$59,036	1,617	+536.6%	Shares	Sole	2023-02-14
2022-09-30	$10,805	254	-38.3%	Shares	Sole	2022-11-14
2022-06-30	$14,551	412	-89.4%	Shares	Sole	2022-08-10
2022-03-31	$100,983	3,878	-31.3%	Shares	Sole	2022-05-13
2021-12-31	$132,901	5,641	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.