WELLS FARGO & COMPANY/MN

Position in HRB — H&R Block Inc

CIK 72971 SAN FRANCISCO, CA

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Position in HRB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,691,169

-$658,446 QoQ

Shares Held

53,282

-1.2% QoQ

Ownership

0.042%

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 95.58199767276004.ToString("F0")% Shared 0.ToString("F0")% None 4.418002327239969.ToString("F0")%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $188,512,495 across 9 Personal Services names. HRB ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	2,136,187	$114,093,745
2	BFAM	Bright Horizons Family Solutions Inc.	687,929	$56,499,607
3	SCI	Service Corp International	154,651	$12,760,253
4	FTDR	Frontdoor, Inc.	59,117	$3,124,922
5	HRB	H&R Block Inc This page	53,282	$1,691,169
6	CSV	Carriage Services Inc	5,156	$235,422
7	MED	Medifast Inc	6,040	$61,546
8	ANDG	Andersen Group Inc.	1,685	$45,831

All Filings in HRB

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,691,169	53,282	-1.2%	Shares	Defined	2026-05-11
2025-12-31	$2,349,615	53,915	-0.4%	Shares	Defined	2026-02-13
2025-09-30	$2,737,352	54,130	-23.4%	Shares	Defined	2025-11-13
2025-06-30	$3,879,624	70,680	-52.2%	Shares	Defined	2025-08-14
2025-03-31	$8,113,280	147,756	+49.4%	Shares	Defined	2025-05-13
2024-12-31	$5,224,394	98,872	-5.2%	Shares	Defined	2025-02-13
2024-09-30	$6,627,438	104,287	-6.7%	Shares	Defined	2024-11-13
2024-06-30	$6,064,106	111,822	+5.8%	Shares	Defined	2024-08-13
2024-03-31	$5,192,841	105,739	+0.9%	Shares	Defined	2024-05-10
2023-12-31	$5,070,481	104,827	+8.3%	Shares	Defined	2024-02-09
2023-09-30	$4,169,067	96,820	-16.0%	Shares	Defined	2023-11-13
2023-06-30	$3,672,601	115,237	-25.5%	Shares	Defined	2023-08-15
2023-03-31	$5,453,174	154,700	-5.3%	Shares	Defined	2023-05-12
2022-12-31	$5,961,277	163,278	-35.2%	Shares	Defined	2023-02-13
2022-09-30	$10,722,375	252,054	+25.2%	Shares	Defined	2022-11-14
2022-06-30	$7,110,761	201,324	-54.3%	Shares	Defined	2022-08-12
2022-03-31	$11,470,670	440,502	-6.6%	Shares	Defined	2022-05-16
2021-12-31	$11,116,218	471,826	-59.0%	Shares	Defined	2022-02-14
2021-09-30	$28,795,675	1,151,827	-12.4%	Shares	Defined	2021-11-15
2021-06-30	$30,873,286	1,314,876	+174.1%	Shares	Defined	2021-08-16
2021-03-31	$10,457,283	479,692	+157.3%	Shares	Defined	2021-05-13
2020-12-31	$2,957,095	186,450	-11.5%	Shares	Defined	2021-02-09
2020-09-30	$3,431,226	210,634	-32.2%	Shares	Defined	2020-11-05
2020-06-30	$4,439,578	310,895	-35.4%	Shares	Defined	2020-08-13
2020-03-31	$6,773,421	481,067	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.