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West Paces Advisors’s H&R Block HRB Stock Holding History

West Paces 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 		$343 Buy
+9
New +$314 ﹤0.01% 723
2017
Q1 		– Sell
-95
Closed -$2.12K – 524
2016
Q4 		$2.18K Buy
+95
New +$2.17K ﹤0.01% 473

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

West Paces Advisors's HRB Position: Q2 2026 in Review

West Paces Advisors opened a new position in H&R Block (HRB) in Q2 2026: 9 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in HRB as recently as Q4 2016.

West Paces Advisors first reported a position in HRB in Q4 2016 and has held it in 2 quarters since. The position peaked at $2.18K in Q4 2016. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • West Paces Advisors held 9 shares of H&R Block worth $343 as of Q2 2026.
  • H&R Block was a new West Paces Advisors position in Q2 2026.
  • H&R Block made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #723 holding.
  • West Paces Advisors first reported a position in H&R Block in Q4 2016 and has held it in 2 quarters since.
  • West Paces Advisors's H&R Block position peaked at $2.18K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.