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	–	372
2022 Q1	$94K	Buy	+3,584	New	+$87K	0.08%	134

Other funds holding HRB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return