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AlphaStar Capital Management’s H&R Block HRB Stock Holding History

AlphaStar Capital 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
2025
Q3 		– Sell
-3,945
Closed -$217K – 263
2025
Q2 		$217K Buy
+3,945
New +$228K 0.02% 338
2024
Q4 		– Sell
-3,945
Closed -$251K – 273
2024
Q3 		$251K Buy
+3,945
New +$235K 0.02% 330

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AlphaStar Capital Management's HRB Position: Q3 2025 in Review

AlphaStar Capital Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 3,945 shares — an estimated $217K sold.

AlphaStar Capital Management first reported a position in HRB in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • AlphaStar Capital Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 3,945 H&R Block shares in Q3 2025, an estimated $217K.
  • AlphaStar Capital Management first reported a position in H&R Block in Q3 2024 and held it in 2 quarters.
  • AlphaStar Capital Management's H&R Block position peaked at $251K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.