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
2026 Q1	$317K	Buy	+10,000	New	+$348K	﹤0.01%	1348
2021 Q1	–	Sell	-30,700	Closed	-$487K	–	1797
2020 Q4	$487K	Sell	30,700 -8,600	-22%	-$149K	﹤0.01%	1259
2020 Q3	$640K	Buy	39,300 +2,600	+7%	+$38.2K	﹤0.01%	1125
2020 Q2	$524K	Buy	36,700 +8,100	+28%	+$128K	﹤0.01%	1089
2020 Q1	$403K	Sell	28,600 -19,900	-41%	-$417K	0.01%	927
2019 Q4	$1.14M	Buy	48,500 +15,000	+45%	+$360K	0.01%	969
2019 Q3	$791K	Buy	33,500 +100	+0.3%	+$2.65K	0.01%	993
2019 Q2	$979K	Buy	33,400 +9,900	+42%	+$266K	0.01%	956
2019 Q1	$563K	Buy	23,500 +8,100	+53%	+$199K	0.01%	982
2018 Q4	$391K	Buy	15,400 +6,600	+75%	+$176K	﹤0.01%	875
2018 Q3	$227K	Buy	+8,800	New	+$223K	﹤0.01%	984

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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.