Paladin Advisory Group’s H&R Block HRB Stock Holding History

Paladin Advisory Group’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,584	Closed	-$197K	–	247
2025 Q2	$197K	Hold	3,584	–	–	0.15%	82
2025 Q1	$197K	Hold	3,584	–	–	0.16%	82
2024 Q4	$189K	Hold	3,584	–	–	0.15%	83
2024 Q3	$228K	Hold	3,584	–	–	0.17%	80
2024 Q2	$196K	Hold	3,584	–	–	0.15%	83
2024 Q1	$173K	Hold	3,584	–	–	0.14%	89
2023 Q4	$173K	Hold	3,584	–	–	0.14%	96
2023 Q3	$154K	Hold	3,584	–	–	0.13%	100
2023 Q2	$114K	Hold	3,584	–	–	0.09%	117
2023 Q1	$126K	Buy	+3,584	New	+$133K	0.11%	114
2022 Q2	–	Sell	-3,584	Closed	-$111K	–	370
2022 Q1	$94K	Buy	+3,584	New	+$87K	0.08%	134

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Paladin Advisory Group's HRB Position: Q3 2025 in Review

Paladin Advisory Group sold out of H&R Block (HRB) in Q3 2025, closing a stake of 3,584 shares — an estimated $197K sold.

Paladin Advisory Group first reported a position in HRB in Q1 2022 and held it in 11 quarters. The position peaked at $228K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Paladin Advisory Group reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Paladin Advisory Group sold 3,584 H&R Block shares in Q3 2025, an estimated $197K.
Paladin Advisory Group first reported a position in H&R Block in Q1 2022 and held it in 11 quarters.
Paladin Advisory Group's H&R Block position peaked at $228K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Paladin Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.