Corient Private Wealth LLC

Position in HRB — H&R Block Inc

CIK 1948780 MIAMI, FL

Position in HRB

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$7,788,273

+$5,686,165 QoQ

Shares Held

204,524

+208.8% QoQ

Ownership

0.166%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#72

of 541 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 71% Shared 2% None 28%

Consumer Cyclical · as of Jun 30, 2026

Corient Private Wealth LLC holds $30,853,903 across 6 Personal Services names. HRB ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	438,422	$18,299,733
2	HRB	H&R Block Inc This page	204,524	$7,788,273
3	SCI	Service Corp International	31,097	$2,362,128
4	BFAM	Bright Horizons Family Solutions Inc.	15,314	$1,085,456
5	ANDG	Andersen Group Inc.	23,005	$867,748
6	FTDR	Frontdoor, Inc.	5,807	$450,565

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,788,273	204,524	+208.8%	Shares	Other	2026-08-27
2026-03-31	$2,102,108	66,229	-57.0%	Shares	Sole	2026-05-15
2025-12-31	$6,705,305	153,862	-8.4%	Shares	Sole	2026-03-09
2025-09-30	$8,494,950	167,984	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$9,120,960	166,168	-0.3%	Shares	Defined	2025-09-26
2025-03-31	$9,149,488	166,627	+5.2%	Shares	Sole	2025-05-14
2024-12-31	$8,369,803	158,399	-2.2%	Shares	Sole	2025-02-10
2024-09-30	$10,297,578	162,039	-34.4%	Shares	Other	2024-11-12
2024-06-30	$13,394,430	246,993	+58.6%	Shares	Sole	2024-08-13
2024-03-31	$7,648,931	155,751	-0.2%	Shares	Sole	2024-05-09
2023-12-31	$7,547,461	156,036	+0.7%	Shares	Sole	2024-02-09
2023-09-30	$6,674,170	154,997	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$4,933,284	154,794	+9.5%	Shares	Sole	2023-08-10
2023-03-31	$4,983,680	141,381	+1.1%	Shares	Sole	2023-05-15
2022-12-31	$5,105,302	139,833	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.