WPG Advisers, LLC

Position in HRB — H&R Block Inc

CIK 2067343 BALTIMORE, MD

Position in HRB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$26,351

+$2,388 QoQ

Shares Held

692

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#423

of 536 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

WPG Advisers, LLC holds $96,744 across 5 Personal Services names. HRB ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	1,323	$55,222
2	HRB	H&R Block Inc This page	692	$26,351
3	SCI	Service Corp International	97	$7,368
4	FTDR	Frontdoor, Inc.	75	$5,819
5	BFAM	Bright Horizons Family Solutions Inc.	28	$1,984

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,351	692	-8.3%	Shares	Sole	2026-08-06
2026-03-31	$23,963	755	+21.2%	Shares	Sole	2026-04-30
2025-12-31	$27,150	623	-6.3%	Shares	Sole	2026-01-28
2025-09-30	$33,629	665	+5.9%	Shares	Sole	2025-10-29
2025-06-30	$34,470	628	+3825.0%	Shares	Sole	2025-08-11
2025-03-31	$878	16	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.