Cornerstone Planning Group
HRB icon

Cornerstone Planning Group’s H&R Block HRB Stock Holding History

Cornerstone Planning Group’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 		– Sell
-33
Closed -$1.3K – 845
2026
Q2 		$1.3K Buy
33
+23
+230% +$801 ﹤0.01% 1431
2026
Q1 		$301 Sell
10
-9
-47% -$314 ﹤0.01% 1740
2025
Q4 		$742 Hold
19
– – ﹤0.01% 1417
2025
Q3 		$964 Buy
19
+2
+12% +$106 ﹤0.01% 1319
2025
Q2 		$929 Hold
17
– – ﹤0.01% 1133
2025
Q1 		$1.01K Buy
17
+7
+70% +$374 ﹤0.01% 1129
2024
Q4 		$544 Hold
10
– – ﹤0.01% 1110
2024
Q3 		$601 Hold
10
– – ﹤0.01% 1046
2024
Q2 		$549 Hold
10
– – ﹤0.01% 1067
2024
Q1 		$476 Hold
10
– – ﹤0.01% 947
2023
Q4 		$484 Hold
10
– – ﹤0.01% 780
2023
Q3 		$431 Buy
+10
New +$369 ﹤0.01% 912

Other funds holding HRB

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

Cornerstone Planning Group's HRB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of H&R Block (HRB) in Q3 2026, closing a stake of 33 shares — an estimated $1.3K sold.

Cornerstone Planning Group first reported a position in HRB in Q3 2023 and held it in 12 quarters. The position peaked at $1.3K in Q2 2026. 112 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining H&R Block position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 33 H&R Block shares in Q3 2026, an estimated $1.3K.
  • Cornerstone Planning Group first reported a position in H&R Block in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's H&R Block position peaked at $1.3K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.