Smartleaf Asset Management LLC

Position in HRB — H&R Block Inc

CIK 2010393 BOSTON, MA

Position in HRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$169,684

+$28,251 QoQ

Shares Held

4,456

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#380

of 536 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $603,287 across 6 Personal Services names. HRB ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	5,167	$215,670
2	HRB	H&R Block Inc This page	4,456	$169,684
3	FTDR	Frontdoor, Inc.	1,318	$102,263
4	SCI	Service Corp International	1,330	$101,026
5	BFAM	Bright Horizons Family Solutions Inc.	106	$7,513
6	CSV	Carriage Services Inc	186	$7,131

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,684	4,456	0.0%	Shares	Sole	2026-08-12
2026-03-31	$141,433	4,456	+252.5%	Shares	Sole	2026-05-15
2025-12-31	$55,085	1,264	-5.5%	Shares	Sole	2026-02-13
2025-09-30	$67,662	1,338	+9.1%	Shares	Sole	2025-11-05
2025-06-30	$67,295	1,226	+71.9%	Shares	Sole	2025-08-14
2025-03-31	$39,150	713	+8.5%	Shares	Sole	2025-05-14
2024-12-31	$34,715	657	+28.6%	Shares	Sole	2025-02-05
2024-09-30	$32,474	511	-87.1%	Shares	Sole	2024-11-13
2024-06-30	$215,130	3,967	-0.8%	Shares	Sole	2024-10-08
2024-03-31	$196,341	3,998	-35.3%	Shares	Sole	2024-10-07
2023-12-31	$299,023	6,182	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.