WA
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WPG Advisers’s H&R Block HRB Stock Holding History

WPG Advisers’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 		$26.4K Sell
692
-63
-8% -$2.19K 0.02% 474
2026
Q1 		$24K Buy
755
+132
+21% +$4.6K 0.02% 435
2025
Q4 		$27.1K Sell
623
-42
-6% -$1.96K 0.02% 432
2025
Q3 		$33.6K Buy
665
+37
+6% +$1.96K 0.03% 379
2025
Q2 		$34.5K Buy
628
+612
+3,825% +$35.3K 0.03% 362
2025
Q1 		$879 Buy
+16
New +$855 ﹤0.01% 1284

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WPG Advisers's HRB Position: Q2 2026 in Review

WPG Advisers reduced its H&R Block (HRB) stake by 8.3% in Q2 2026, selling an estimated $2.19K and leaving 692 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #474.

WPG Advisers first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.5K in Q2 2025. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • WPG Advisers held 692 shares of H&R Block worth $26.4K as of Q2 2026.
  • WPG Advisers sold 63 H&R Block shares in Q2 2026, an estimated $2.19K.
  • H&R Block made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #474 holding.
  • WPG Advisers first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
  • WPG Advisers's H&R Block position peaked at $34.5K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.