HRB — H & R Block COM

Ownership history in FREESTONE CAPITAL MANAGEMENT LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which FREESTONE CAPITAL MANAGEMENT LLC reported a position in H & R Block COM (HRB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.29% (2000 Q3)
Avg. % of fund
5.86%
First filed
2000 Q3
Last filed
2009 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2009 Q4 REDUCED 415,743 -5,017 -1.2% 6.29% $9.4M $12.30
2009 Q3 ADDED 420,760 +325,326 +340.9% 6.26% $7.7M $9.92
2003 Q2 REDUCED 95,434 -120,456 -55.8% 2.37% $4.1M $10.02
2003 Q1 REDUCED 215,890 -7,085 -3.2% 6.12% $9.2M $9.85
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HRB price (monthly, adj. close)

Other funds also holding HRB

As of 2025 Q4 — sorted by position size

Framtiden Holdings Management Co LLC 13.0% Lodge Hill Capital, LLC 3Y 7Y 6.59% Prevatt Capital Ltd 4.41% Round Hill Asset Management 3Y 7Y 1.5% Rings Capital Management LLC 3Y 7Y 1.15% Aurora Investment Counsel 3Y 7Y 0.84% Cunning Capital Partners, LP 3Y 0.75% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.68% Kendall Capital Management 3Y 7Y 0.65% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 0.64%
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