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Westside Investment Management’s H&R Block HRB Stock Holding History

Westside Investment Management’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 		– Sell
-15
Closed -$476 – 1470
2026
Q1 		$476 Hold
15
– – ﹤0.01% 1430
2025
Q4 		$654 Buy
+15
New +$701 ﹤0.01% 1415

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

Westside Investment Management's HRB Position: Q2 2026 in Review

Westside Investment Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 15 shares — an estimated $476 sold.

Westside Investment Management first reported a position in HRB in Q4 2025 and held it in 2 quarters. The position peaked at $654 in Q4 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Westside Investment Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 15 H&R Block shares in Q2 2026, an estimated $476.
  • Westside Investment Management first reported a position in H&R Block in Q4 2025 and held it in 2 quarters.
  • Westside Investment Management's H&R Block position peaked at $654 in Q4 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.