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Pallas Capital Advisors’s H&R Block HRB Stock Holding History

Pallas Capital Advisors’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
2026
Q2 		$542K Buy
+14,225
New +$496K 0.02% 539
2025
Q4 		– Sell
-4,007
Closed -$203K – 908
2025
Q3 		$203K Buy
+4,007
New +$212K 0.01% 782
2025
Q1 		– Sell
-7,451
Closed -$394K – 782
2024
Q4 		$394K Sell
7,451
-4,087
-35% -$240K 0.02% 420
2024
Q3 		$692K Buy
11,538
+4,652
+68% +$277K 0.03% 295
2024
Q2 		$382K Buy
+6,886
New +$343K 0.02% 363

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pallas Capital Advisors's HRB Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in H&R Block (HRB) in Q2 2026: 14,225 shares worth $542K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in HRB as recently as Q3 2025.

Pallas Capital Advisors first reported a position in HRB in Q2 2024 and has held it in 5 quarters since. The position peaked at $692K in Q3 2024. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Pallas Capital Advisors held 14,225 shares of H&R Block worth $542K as of Q2 2026.
  • H&R Block was a new Pallas Capital Advisors position in Q2 2026.
  • H&R Block made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #539 holding.
  • Pallas Capital Advisors first reported a position in H&R Block in Q2 2024 and has held it in 5 quarters since.
  • Pallas Capital Advisors's H&R Block position peaked at $692K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.