H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership3,362 shares
Latest Disclosed Value $ 106,711
EverSource Wealth Advisors, LLC reports 42.40% increase in ownership of HRB / H&R Block, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 3,362 shares of H&R Block, Inc. (MX:HRB) valued at $106,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,361 shares of H&R Block, Inc.. This represents a change in shares of 42.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 BLOCK H & R INC COM Stock 093671105 3,362 1,001 42.40 107 3.92 0.0005
2026-05-14 2026-03-31 13F BLOCK H & R INC COM Stock 093671105 2,433 72 134 0.0041
2026-02-06 2025-12-31 13F BLOCK H & R INC COM Stock 093671105 2,361 965 69.13 103 45.71 0.0038
2025-11-10 2025-09-30 13F BLOCK H & R INC COM Stock 093671105 1,396 482 52.74 71 40.00 0.0028
2025-08-13 2025-06-30 13F BLOCK H & R INC COM Stock 093671105 914 497 119.18 50 127.27 0.0023
2025-05-13 2025-03-31 13F BLOCK H & R INC COM Stock 093671105 417 142 51.64 23 57.14 0.0013
2025-02-10 2024-12-31 13F BLOCK H & R INC COM Stock 093671105 275 100 57.14 15 27.27 0.0008
2024-11-08 2024-09-30 13F BLOCK H & R INC COM Stock 093671105 175 -278 -61.37 11 -57.69 0.0007
2024-08-13 2024-06-30 13F BLOCK H & R INC COM Stock 093671105 453 -88 -16.27 26 4.00 0.0017
2024-06-11 2024-03-31 13F/A-1 BLOCK H & R INC COM Stock 093671105 541 13 2.46 26 0.00 0.0020
2024-05-13 2024-03-31 13F BLOCK H & R INC COM Stock 093671105 528 0 26 0.0009
2024-02-09 2023-12-31 13F BLOCK H & R INC COM Stock 093671105 528 -27 -4.86 26 8.70 0.0023
2023-11-03 2023-09-30 13F BLOCK H & R INC COM Stock 093671105 555 522 1,581.82 24 2,200.00 0.0025
2023-08-04 2023-06-30 13F BLOCK H & R INC COM Stock 093671105 33 -28 -45.90 1 -50.00 0.0001
2023-05-11 2023-03-31 13F BLOCK H & R INC COM Stock 093671105 61 40 190.48 2 0.0003
2023-02-09 2022-12-31 13F BLOCK H & R INC COM Stock 093671105 21 0 0.00 1 -100.00 0.0001
2022-11-07 2022-09-30 13F BLOCK H & R INC COM Stock 093671105 21 21 1 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.