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Westshore Wealth’s H&R Block HRB Stock Holding History

Westshore Wealth’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
2025
Q4 		– Sell
-4,060
Closed -$205K – 106
2025
Q3 		$205K Hold
4,060
– – 0.07% 98
2025
Q2 		$223K Sell
4,060
-26
-0.6% -$1.5K 0.09% 84
2025
Q1 		$224K Sell
4,086
-88
-2% -$4.7K 0.09% 82
2024
Q4 		$221K Hold
4,174
– – 0.09% 85
2024
Q3 		$265K Sell
4,174
-146
-3% -$8.7K 0.11% 74
2024
Q2 		$234K Sell
4,320
-83
-2% -$4.13K 0.1% 82
2024
Q1 		$216K Sell
4,403
-98
-2% -$4.66K 0.09% 93
2023
Q4 		$218K Buy
+4,501
New +$201K 0.1% 84
2022
Q4 		– Sell
-4,730
Closed -$201K – 108
2022
Q3 		$201K Buy
+4,730
New +$200K 0.14% 87

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Westshore Wealth's HRB Position: Q4 2025 in Review

Westshore Wealth sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,060 shares — an estimated $205K sold.

Westshore Wealth first reported a position in HRB in Q3 2022 and held it in 9 quarters. The position peaked at $265K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Westshore Wealth reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Westshore Wealth sold 4,060 H&R Block shares in Q4 2025, an estimated $205K.
  • Westshore Wealth first reported a position in H&R Block in Q3 2022 and held it in 9 quarters.
  • Westshore Wealth's H&R Block position peaked at $265K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Westshore Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.