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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
2023
Q1 		– Sell
-3,584
Closed -$131K – 356
2022
Q4 		$131K Hold
3,584
– – 0.11% 112
2022
Q3 		$152K Hold
3,584
– – 0.14% 101
2022
Q2 		$126K Buy
+3,584
New +$111K 0.11% 116
2022
Q1 		– Sell
-3,584
Closed -$84K – 367
2021
Q4 		$84K Buy
+3,584
New +$86.9K 0.07% 148

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
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.