TRUIST FINANCIAL CORP

Position in HRB — H&R Block Inc

CIK 92230 CHARLOTTE, NC

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Position in HRB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$258,524

+$24,982 QoQ

Shares Held

6,789

-7.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#342

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $19,456,344 across 5 Personal Services names. HRB ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	355,522	$14,839,486
2	BFAM	Bright Horizons Family Solutions Inc.	30,572	$2,166,942
3	SCI	Service Corp International	19,219	$1,459,874
4	FTDR	Frontdoor, Inc.	9,428	$731,518
5	HRB	H&R Block Inc This page	6,789	$258,524

All Filings in HRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,524	6,789	-7.7%	Shares	Defined	2026-07-28
2026-03-31	$233,542	7,358	-56.7%	Shares	Defined	2026-04-27
2025-12-31	$740,292	16,987	-79.2%	Shares	Defined	2026-02-02
2025-09-30	$4,124,791	81,566	-90.0%	Shares	Defined	2025-11-03
2025-06-30	$44,674,859	813,898	+6.1%	Shares	Defined	2025-07-18
2025-03-31	$42,136,230	767,369	+13.5%	Shares	Defined	2025-04-29
2024-12-31	$35,735,373	676,294	+3.0%	Shares	Defined	2025-01-31
2024-09-30	$41,733,347	656,701	+2519.3%	Shares	Defined	2024-11-13
2024-06-30	$1,359,653	25,072	+262.1%	Shares	Defined	2024-08-21
2024-03-31	$340,037	6,924	-9.1%	Shares	Defined	2024-05-13
2023-12-31	$368,432	7,617	+4.1%	Shares	Defined	2024-02-02
2023-09-30	$315,026	7,316	-75.0%	Shares	Defined	2023-11-14
2023-06-30	$934,141	29,311	-48.9%	Shares	Defined	2023-08-01
2023-03-31	$2,021,093	57,336	-15.7%	Shares	Defined	2023-05-05
2022-12-31	$2,483,810	68,031	+15.6%	Shares	Defined	2023-02-17
2022-09-30	$2,503,818	58,858	+0.5%	Shares	Defined	2022-10-26
2022-06-30	$2,068,867	58,575	+370.0%	Shares	Defined	2022-07-22
2022-03-31	$324,509	12,462	+9.9%	Shares	Defined	2022-04-22
2021-12-31	$267,240	11,343	-39.4%	Shares	Defined	2022-02-14
2021-09-30	$468,050	18,722	-76.3%	Shares	Defined	2021-11-05
2021-06-30	$1,852,735	78,907	-0.1%	Shares	Defined	2021-08-16
2021-03-31	$1,721,894	78,986	-1.0%	Shares	Defined	2021-05-17
2020-12-31	$1,264,785	79,747	+38.3%	Shares	Defined	2021-11-19
2020-09-30	$939,117	57,650	+1.8%	Shares	Defined	2021-11-05
2020-06-30	$809,060	56,657	-56.0%	Shares	Defined	2021-11-16
2020-03-31	$1,812,615	128,737	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.