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
2021
Q1 		– Sell
-3,300
Closed -$52K – 1795
2020
Q4 		$52K Sell
3,300
-3,400
-51% -$58.7K ﹤0.01% 1620
2020
Q3 		$109K Sell
6,700
-2,200
-25% -$32.3K ﹤0.01% 1328
2020
Q2 		$127K Buy
8,900
+5,900
+197% +$93.2K ﹤0.01% 1250
2020
Q1 		$42K Sell
3,000
-3,800
-56% -$79.6K ﹤0.01% 1087
2019
Q4 		$160K Buy
6,800
+2,100
+45% +$50.4K ﹤0.01% 1281
2019
Q3 		$111K Buy
4,700
+2,000
+74% +$52.9K ﹤0.01% 1278
2019
Q2 		$79K Buy
2,700
+800
+42% +$21.5K ﹤0.01% 1318
2019
Q1 		$45K Buy
1,900
+600
+46% +$14.7K ﹤0.01% 1231
2018
Q4 		$33K Buy
+1,300
New +$34.7K ﹤0.01% 1204

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.