Capstone Investment Advisors
HRB icon

Capstone Investment Advisors’s H&R Block HRB Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-9,216
Closed -$466K – 1804
2025
Q3 		$466K Buy
+9,216
New +$487K ﹤0.01% 1424
2024
Q1 		– Sell
-17,025
Closed -$823K – 2418
2023
Q4 		$823K Sell
17,025
-137
-0.8% -$6.11K ﹤0.01% 1131
2023
Q3 		$739K Sell
17,162
-19,743
-53% -$729K ﹤0.01% 1112
2023
Q2 		$1.18M Buy
+36,905
New +$1.19M 0.01% 816
2021
Q1 		– Sell
-10,321
Closed -$164K – 1796
2020
Q4 		$164K Sell
10,321
-4,038
-28% -$69.7K ﹤0.01% 1487
2020
Q3 		$234K Buy
14,359
+6,351
+79% +$93.4K ﹤0.01% 1268
2020
Q2 		$114K Buy
8,008
+7,087
+769% +$112K ﹤0.01% 1258
2020
Q1 		$13K Sell
921
-16,712
-95% -$350K ﹤0.01% 1104
2019
Q4 		$414K Buy
17,633
+11,493
+187% +$276K ﹤0.01% 1180
2019
Q3 		$145K Buy
6,140
+1,882
+44% +$49.8K ﹤0.01% 1261
2019
Q2 		$125K Sell
4,258
-3,618
-46% -$97.2K ﹤0.01% 1302
2019
Q1 		$189K Buy
+7,876
New +$194K ﹤0.01% 1146
2018
Q1 		– Sell
-16,097
Closed -$422K – 436
2017
Q4 		$422K Buy
+16,097
New +$418K 0.01% 300
2017
Q3 		– Sell
-66,900
Closed -$2.07M – 635
2017
Q2 		$2.07M Buy
66,900
+34,194
+105% +$897K 0.06% 245
2017
Q1 		$760K Buy
+32,706
New +$731K 0.02% 494
2016
Q3 		– Sell
-160,437
Closed -$3.69M – 812
2016
Q2 		$3.69M Buy
+160,437
New +$3.57M 0.07% 165
2015
Q4 		– Sell
-15,691
Closed -$568K – 501
2015
Q3 		$568K Buy
+15,691
New +$531K 0.01% 263

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's HRB Position: Q4 2025 in Review

Capstone Investment Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 9,216 shares — an estimated $466K sold.

Capstone Investment Advisors first reported a position in HRB in Q3 2015 and held it in 17 quarters. The position peaked at $3.69M in Q2 2016. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Capstone Investment Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,216 H&R Block shares in Q4 2025, an estimated $466K.
  • Capstone Investment Advisors first reported a position in H&R Block in Q3 2015 and held it in 17 quarters.
  • Capstone Investment Advisors's H&R Block position peaked at $3.69M in Q2 2016.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.