Alaska Permanent Fund’s H&R Block HRB Stock Holding History

Alaska Permanent Fund’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
2025 Q2	–	Sell	-56,639	Closed	-$3.42M	–	199
2025 Q1	$3.42M	Hold	56,639	–	–	0.05%	150
2024 Q4	$2.99M	Hold	56,639	–	–	0.04%	204
2024 Q3	$3.6M	Hold	56,639	–	–	0.05%	137
2024 Q2	$3.28M	Sell	56,639 -5,450	-9%	-$271K	0.05%	161
2024 Q1	$3.05M	Sell	62,089 -8,200	-12%	-$390K	0.04%	158
2023 Q4	$3.4M	Sell	70,289 -3,111	-4%	-$139K	0.06%	127
2023 Q3	$3.16M	Hold	73,400	–	–	0.06%	127
2023 Q2	$2.34M	Buy	+73,400	New	+$2.37M	0.05%	246
2022 Q4	$2.57M	Hold	70,400	–	–	0.04%	153
2022 Q3	$3M	Hold	70,400	–	–	0.05%	96
2022 Q2	$2.49M	Sell	70,400 -31,600	-31%	-$975K	0.04%	112
2022 Q1	$2.66M	Hold	102,000	–	–	0.04%	103
2021 Q4	$2.33M	Hold	102,000	–	–	0.04%	147
2021 Q3	$2.55M	Hold	102,000	–	–	0.05%	83
2021 Q2	$2.4M	Sell	102,000 -52,700	-34%	-$1.25M	0.04%	136
2021 Q1	$3.37M	Hold	154,700	–	–	0.06%	114
2020 Q4	$2.45M	Hold	154,700	–	–	0.04%	178
2020 Q3	$2.52M	Buy	154,700 +134,200	+655%	+$1.97M	0.04%	32
2020 Q2	$293K	Hold	20,500	–	–	﹤0.01%	234
2020 Q1	$289K	Buy	+20,500	New	+$429K	0.01%	227

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alaska Permanent Fund's HRB Position: Q2 2025 in Review

Alaska Permanent Fund sold out of H&R Block (HRB) in Q2 2025, closing a stake of 56,639 shares — an estimated $3.42M sold.

Alaska Permanent Fund first reported a position in HRB in Q1 2020 and held it in 20 quarters. The position peaked at $3.6M in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Alaska Permanent Fund reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 56,639 H&R Block shares in Q2 2025, an estimated $3.42M.
Alaska Permanent Fund first reported a position in H&R Block in Q1 2020 and held it in 20 quarters.
Alaska Permanent Fund's H&R Block position peaked at $3.6M in Q3 2024.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.