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

Brookstone 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
2026
Q2 		$7.33M Buy
+192,545
New +$6.71M 0.07% 266
2021
Q2 		– Sell
-45,442
Closed -$991K – 728
2021
Q1 		$991K Buy
+45,442
New +$859K 0.04% 253
2020
Q4 		– Sell
-14,903
Closed -$243K – 490
2020
Q3 		$243K Buy
+14,903
New +$219K 0.01% 370

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

Brookstone Capital Management's HRB Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in H&R Block (HRB) in Q2 2026: 192,545 shares worth $7.33M. The stake represents 0.07% of the portfolio and ranks #266 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in HRB as recently as Q1 2021.

Brookstone Capital Management first reported a position in HRB in Q3 2020 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Brookstone Capital Management held 192,545 shares of H&R Block worth $7.33M as of Q2 2026.
  • H&R Block was a new Brookstone Capital Management position in Q2 2026.
  • H&R Block made up 0.07% of Brookstone Capital Management's portfolio in Q2 2026, its #266 holding.
  • Brookstone Capital Management first reported a position in H&R Block in Q3 2020 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.