STIFEL FINANCIAL CORP

Position in HRB — H&R Block Inc

CIK 720672 ST. LOUIS, MO

Position in HRB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,017,457

+$276,277 QoQ

Shares Held

95,068

+51.1% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88.82063365170194.ToString("F0")% Shared 0.ToString("F0")% None 11.17936634829806.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $136,631,763 across 5 Personal Services names. HRB ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	2,282,070	$121,885,355
2	BFAM	Bright Horizons Family Solutions Inc.	133,250	$10,943,821
3	HRB	H&R Block Inc This page	95,068	$3,017,457
4	SCI	Service Corp International	5,254	$433,507
5	FTDR	Frontdoor, Inc.	6,652	$351,623

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,017,457	95,068	+51.1%	Shares	Defined	2026-05-12
2025-12-31	$2,741,180	62,900	+34.3%	Shares	Defined	2026-02-13
2025-09-30	$2,367,685	46,820	+5.8%	Shares	Defined	2025-11-12
2025-06-30	$2,428,881	44,250	-14.9%	Shares	Defined	2025-08-14
2025-03-31	$2,854,275	51,981	-16.0%	Shares	Defined	2025-05-14
2024-12-31	$3,270,637	61,897	-4.7%	Shares	Defined	2025-02-13
2024-09-30	$4,128,779	64,969	+1.5%	Shares	Defined	2024-11-14
2024-06-30	$3,469,689	63,981	+2.1%	Shares	Defined	2024-08-13
2024-03-31	$3,076,692	62,649	+20.6%	Shares	Defined	2024-05-14
2023-12-31	$2,513,111	51,956	+1.6%	Shares	Defined	2024-02-12
2023-09-30	$2,201,313	51,122	-1.0%	Shares	Defined	2023-11-13
2023-06-30	$1,646,148	51,652	-73.6%	Shares	Defined	2023-08-14
2023-03-31	$6,895,992	195,631	+3.7%	Shares	Defined	2023-05-12
2022-12-31	$6,885,821	188,601	-1.4%	Shares	Defined	2023-02-13
2022-09-30	$8,137,730	191,296	+5.3%	Shares	Defined	2022-11-14
2022-06-30	$6,415,099	181,628	+36.7%	Shares	Defined	2022-08-15
2022-03-31	$3,459,230	132,843	+0.6%	Shares	Defined	2022-05-13
2021-12-31	$3,111,592	132,071	-38.0%	Shares	Defined	2022-02-14
2021-09-30	$5,323,700	212,948	+10.4%	Shares	Defined	2021-11-15
2021-06-30	$4,527,882	192,840	+30.1%	Shares	Defined	2021-08-13
2021-03-31	$3,232,002	148,257	+38.6%	Shares	Defined	2021-05-14
2020-12-31	$1,696,575	106,972	-15.2%	Shares	Defined	2021-02-12
2020-09-30	$2,054,184	126,101	-12.8%	Shares	Defined	2020-11-16
2020-06-30	$2,064,245	144,555	-7.8%	Shares	Defined	2020-08-14
2020-03-31	$2,208,446	156,850	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.