West Paces Advisors
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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
Q3 		$37.2K Buy
910
+901
+10,011% +$41K 0.01% 303
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

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

West Paces Advisors's HRB Position: Q3 2026 in Review

West Paces Advisors increased its H&R Block (HRB) stake by 10,011% in Q3 2026, buying an estimated $41K and bringing the position to 910 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #303.

West Paces Advisors first reported a position in HRB in Q4 2016 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • West Paces Advisors held 910 shares of H&R Block worth $37.2K as of Q3 2026.
  • West Paces Advisors bought 901 H&R Block shares in Q3 2026, an estimated $41K.
  • H&R Block made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #303 holding.
  • West Paces Advisors first reported a position in H&R Block in Q4 2016 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.