COMMONWEALTH EQUITY SERVICES, LLC

Position in HRB — H&R Block Inc

CIK 312272 WALTHAM, MA

Position in HRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,581,043

-$867,698 QoQ

Shares Held

41,519

-46.2% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#180

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Cyclical · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $3,673,103 across 4 Personal Services names. HRB ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	41,519	$1,581,043
2	SCI	Service Corp International	17,525	$1,331,199
3	ROL	Rollins Inc	11,431	$477,129
4	BFAM	Bright Horizons Family Solutions Inc.	4,003	$283,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,581,043	41,519	-46.2%	Shares	Sole	2026-07-29
2026-03-31	$2,448,741	77,150	+107.7%	Shares	Sole	2026-04-27
2025-12-31	$1,618,997	37,150	-13.7%	Shares	Sole	2026-02-12
2025-09-30	$2,176,178	43,033	+6.7%	Shares	Sole	2025-10-22
2025-06-30	$2,212,780	40,313	+8.4%	Shares	Sole	2025-08-06
2025-03-31	$2,042,871	37,204	+3.3%	Shares	Sole	2025-05-09
2024-12-31	$1,902,557	36,006	+39.1%	Shares	Sole	2025-02-10
2024-09-30	$1,645,500	25,893	-2.9%	Shares	Sole	2024-10-18
2024-06-30	$1,446,856	26,680	+48.1%	Shares	Sole	2024-07-31
2024-03-31	$884,421	18,009	-0.2%	Shares	Sole	2024-04-29
2023-12-31	$872,836	18,045	-34.5%	Shares	Sole	2024-02-06
2023-09-30	$1,185,958	27,542	-43.2%	Shares	Sole	2023-10-23
2023-06-30	$1,544,675	48,468	+65.1%	Shares	Sole	2023-08-10
2023-03-31	$1,034,728	29,354	+170.7%	Shares	Sole	2023-05-11
2022-12-31	$395,877	10,843	-26.8%	Shares	Sole	2023-02-07
2022-09-30	$630,017	14,810	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$498,400	14,111	-70.3%	Shares	Sole	2022-07-19
2022-03-31	$1,236,353	47,479	-9.4%	Shares	Sole	2022-05-04
2021-12-31	$1,234,308	52,390	+6.0%	Shares	Sole	2022-01-31
2021-09-30	$1,235,150	49,406	-10.1%	Shares	Sole	2021-10-29
2021-06-30	$1,290,108	54,945	-6.0%	Shares	Sole	2021-08-11
2021-03-31	$1,274,122	58,446	+14.4%	Shares	Sole	2021-05-04
2020-12-31	$810,112	51,079	+251.7%	Shares	Sole	2021-02-11
2020-09-30	$236,563	14,522	-0.7%	Shares	Sole	2020-11-05
2020-06-30	$208,773	14,620	-24.5%	Shares	Sole	2020-08-12
2020-03-31	$272,588	19,360	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.