Position in HRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,332,113
+$6,341,478 QoQ
Shares Held
192,545
+323.7% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#73
of 539 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Brookstone Capital Management holds $15,786,800 across 2 Personal Services names. HRB ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
202,556 | $8,454,687 | |
| 2 | HRB |
H&R Block Inc
This page
|
192,545 | $7,332,113 |
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,332,113 | 192,545 | Shares | Sole | 2026-07-15 | |
| 2021-03-31 | $990,635 | 45,442 | Shares | Sole | 2021-04-16 | |
| 2020-09-30 | $242,769 | 14,903 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||