Pathstone Holdings
HRB icon

Pathstone Holdings’s H&R Block HRB Stock Holding History

Pathstone Holdings’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 		$2.11M Buy
55,109
+3,343
+6% +$116K 0.01% 1082
2026
Q1 		$1.65M Buy
51,766
+28,875
+126% +$1.01M 0.01% 1125
2025
Q4 		$1M Sell
22,891
-11,490
-33% -$537K ﹤0.01% 1415
2025
Q3 		$1.75M Sell
34,381
-88
-0.3% -$4.65K 0.01% 1107
2025
Q2 		$1.9M Buy
34,469
+2,915
+9% +$168K 0.01% 1026
2025
Q1 		$1.74M Buy
31,554
+127
+0.4% +$6.79K 0.01% 1062
2024
Q4 		$1.67M Buy
31,427
+6,536
+26% +$384K 0.01% 1076
2024
Q3 		$1.58M Buy
24,891
+1,357
+6% +$80.9K 0.01% 1119
2024
Q2 		$1.28M Buy
23,534
+1,584
+7% +$78.9K 0.01% 1182
2024
Q1 		$1.08M Sell
21,950
-1,796
-8% -$85.3K 0.01% 1235
2023
Q4 		$1.15M Buy
+23,746
New +$1.06M 0.01% 1001

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Pathstone Holdings's HRB Position: Q2 2026 in Review

Pathstone Holdings increased its H&R Block (HRB) stake by 6.5% in Q2 2026, buying an estimated $116K and bringing the position to 55,109 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #1082.

Pathstone Holdings first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Pathstone Holdings held 55,109 shares of H&R Block worth $2.11M as of Q2 2026.
  • Pathstone Holdings bought 3,343 H&R Block shares in Q2 2026, an estimated $116K.
  • H&R Block made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1082 holding.
  • Pathstone Holdings first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.