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Arizona State Retirement System’s H&R Block HRB Stock Holding History

Arizona State Retirement System’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 		$1.1M Sell
34,738
-917
-3% -$32K 0.01% 1038
2025
Q4 		$1.55M Sell
35,655
-3,961
-10% -$185K 0.01% 879
2025
Q3 		$2M Buy
39,616
+553
+1% +$29.2K 0.01% 785
2025
Q2 		$2.14M Sell
39,063
-248
-0.6% -$14.3K 0.01% 731
2025
Q1 		$2.16M Sell
39,311
-1,201
-3% -$64.2K 0.01% 697
2024
Q4 		$2.14M Buy
40,512
+338
+0.8% +$19.9K 0.01% 727
2024
Q3 		$2.55M Buy
40,174
+1,114
+3% +$66.4K 0.02% 655
2024
Q2 		$2.12M Sell
39,060
-496
-1% -$24.7K 0.01% 673
2024
Q1 		$1.94M Sell
39,556
-1,312
-3% -$62.3K 0.01% 729
2023
Q4 		$1.98M Sell
40,868
-2,492
-6% -$111K 0.02% 708
2023
Q3 		$1.87M Buy
43,360
+588
+1% +$21.7K 0.02% 690
2023
Q2 		$1.36M Sell
42,772
-2,276
-5% -$73.5K 0.01% 851
2023
Q1 		$1.59M Sell
45,048
-85
-0.2% -$3.14K 0.01% 766
2022
Q4 		$1.65M Buy
45,133
+1,764
+4% +$71.7K 0.02% 716
2022
Q3 		$1.84M Sell
43,369
-1,221
-3% -$51.7K 0.02% 639
2022
Q2 		$1.57M Sell
44,590
-2,885
-6% -$89.1K 0.02% 724
2022
Q1 		$1.24M Sell
47,475
-448
-0.9% -$10.9K 0.01% 952
2021
Q4 		$1.13M Sell
47,923
-1,497
-3% -$36.3K 0.01% 1023
2021
Q3 		$1.24M Sell
49,420
-438
-0.9% -$10.9K 0.01% 971
2021
Q2 		$1.17M Sell
49,858
-6,295
-11% -$149K 0.01% 1000
2021
Q1 		$1.22M Buy
56,153
+334
+0.6% +$6.31K 0.01% 981
2020
Q4 		$885K Sell
55,819
-2,257
-4% -$39K 0.01% 1120
2020
Q3 		$946K Buy
58,076
+14,008
+32% +$206K 0.01% 951
2020
Q2 		$629K Sell
44,068
-3,054
-6% -$48.3K 0.01% 1004
2020
Q1 		$663K Buy
47,122
+10,460
+29% +$219K 0.01% 855
2019
Q4 		$861K Sell
36,662
-23,140
-39% -$556K 0.01% 1158
2019
Q3 		$2.78M Buy
59,802
+21,137
+55% +$559K 0.03% 676
2019
Q2 		$1.13M Sell
38,665
-800
-2% -$21.5K 0.01% 1283
2019
Q1 		$945K Sell
39,465
-38,606
-49% -$949K 0.01% 1352
2018
Q4 		$3.33M Buy
78,071
+4,652
+6% +$124K 0.04% 578
2018
Q3 		$3.79M Buy
73,419
+21,983
+43% +$558K 0.04% 637
2018
Q2 		$1.17M Sell
51,436
-431
-0.8% -$11.4K 0.01% 1326
2018
Q1 		$1.32M Sell
51,867
-1,100
-2% -$28.9K 0.01% 1263
2017
Q4 		$1.39M Buy
52,967
+1,185
+2% +$30.8K 0.01% 1285
2017
Q3 		$1.37M Sell
51,782
-15,800
-23% -$459K 0.02% 876
2017
Q2 		$2.09M Buy
67,582
+16,300
+32% +$428K 0.03% 569
2017
Q1 		$1.19M Sell
51,282
-2,900
-5% -$64.9K 0.02% 833
2016
Q4 		$1.25M Sell
54,182
-17,226
-24% -$394K 0.02% 805
2016
Q3 		$1.65M Sell
71,408
-8,100
-10% -$190K 0.03% 622
2016
Q2 		$1.83M Sell
79,508
-10,100
-11% -$225K 0.03% 570
2016
Q1 		$2.37M Buy
89,608
+2,300
+3% +$72.2K 0.03% 534
2015
Q4 		$2.91M Sell
87,308
-21,300
-20% -$757K 0.04% 447
2015
Q3 		$3.93M Buy
+108,608
New +$3.68M 0.06% 328
2014
Q4 		$3.86M Buy
114,576
+2,100
+2% +$67.3K 0.05% 400
2014
Q3 		$3.49M Buy
112,476
+200
+0.2% +$6.52K 0.04% 430
2014
Q2 		$3.76M Sell
112,276
-400
-0.4% -$11.9K 0.05% 430
2014
Q1 		$3.4M Sell
112,676
-4,700
-4% -$141K 0.04% 454
2013
Q4 		$3.41M Sell
117,376
-4,600
-4% -$131K 0.04% 463
2013
Q3 		$3.25M Buy
121,976
+1,200
+1% +$34.9K 0.04% 482
2013
Q2 		$3.35M Buy
+120,776
New +$3.45M 0.05% 433

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arizona State Retirement System's HRB Position: Q1 2026 in Review

Arizona State Retirement System reduced its H&R Block (HRB) stake by 2.6% in Q1 2026, selling an estimated $32K and leaving 34,738 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1038.

Arizona State Retirement System first reported a position in HRB in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.93M in Q3 2015. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Arizona State Retirement System held 34,738 shares of H&R Block worth $1.1M as of Q1 2026.
  • Arizona State Retirement System sold 917 H&R Block shares in Q1 2026, an estimated $32K.
  • H&R Block made up 0.01% of Arizona State Retirement System's portfolio in Q1 2026, its #1038 holding.
  • Arizona State Retirement System first reported a position in H&R Block in Q2 2013 and has held it in 50 quarters since.
  • Arizona State Retirement System's H&R Block position peaked at $3.93M in Q3 2015.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Arizona State Retirement System's 13F filing for Q1 2026, filed 1 May 2026.