Universal- Beteiligungs- und Servicegesellschaft mbH
Position in HRB — H&R Block Inc
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in HRB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,506,666
-$4,067,551 QoQ
Shares Held
78,975
-47.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $37,878,761 across 6 Personal Services names. HRB ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
168,512 | $13,903,925 | |
| 2 | ROL |
Rollins Inc
|
228,295 | $12,193,235 | |
| 3 | CSV |
Carriage Services Inc
|
89,477 | $4,085,519 | |
| 4 | FTDR |
Frontdoor, Inc.
|
60,380 | $3,191,686 | |
| 5 | HRB |
H&R Block Inc
This page
|
78,975 | $2,506,666 | |
| 6 | BFAM |
Bright Horizons Family Solutions Inc.
|
24,324 | $1,997,730 |
All Filings in HRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,506,666 | 78,975 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,574,217 | 150,854 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $7,878,856 | 155,801 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $9,340,905 | 170,175 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,341,179 | 170,118 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $10,563,772 | 199,920 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||