Brookstone Capital Management
HRB icon

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
Q3 		$7.37M Sell
180,460
-12,085
-6% -$550K 0.07% 268
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Brookstone Capital Management's HRB Position: Q3 2026 in Review

Brookstone Capital Management reduced its H&R Block (HRB) stake by 6.3% in Q3 2026, selling an estimated $550K and leaving 180,460 shares worth $7.37M. The position accounts for 0.07% of the portfolio, ranked #268.

Brookstone Capital Management first reported a position in HRB in Q3 2020 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Brookstone Capital Management held 180,460 shares of H&R Block worth $7.37M as of Q3 2026.
  • Brookstone Capital Management sold 12,085 H&R Block shares in Q3 2026, an estimated $550K.
  • H&R Block made up 0.07% of Brookstone Capital Management's portfolio in Q3 2026, its #268 holding.
  • Brookstone Capital Management first reported a position in H&R Block in Q3 2020 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.