California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s H&R Block HRB Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$4.74M Buy
149,211
+15,575
+12% +$543K 0.01% 1051
2025
Q4 		$5.82M Buy
133,636
+5,329
+4% +$249K 0.01% 844
2025
Q3 		$6.49M Buy
128,307
+6
+0% +$317 0.01% 800
2025
Q2 		$7.04M Sell
128,301
-403
-0.3% -$23.3K 0.01% 750
2025
Q1 		$7.07M Sell
128,704
-1,840
-1% -$98.4K 0.01% 721
2024
Q4 		$6.9M Sell
130,544
-2,165
-2% -$127K 0.01% 757
2024
Q3 		$8.43M Sell
132,709
-4,237
-3% -$253K 0.01% 684
2024
Q2 		$7.43M Sell
136,946
-7,980
-6% -$397K 0.01% 711
2024
Q1 		$7.12M Sell
144,926
-10,548
-7% -$501K 0.01% 757
2023
Q4 		$7.52M Sell
155,474
-13,906
-8% -$620K 0.01% 727
2023
Q3 		$7.29M Sell
169,380
-16,461
-9% -$608K 0.01% 718
2023
Q2 		$5.92M Sell
185,841
-17,313
-9% -$559K 0.01% 871
2023
Q1 		$7.16M Sell
203,154
-8,086
-4% -$299K 0.01% 768
2022
Q4 		$7.71M Buy
211,240
+766
+0.4% +$31.1K 0.01% 725
2022
Q3 		$8.95M Sell
210,474
-2,000
-0.9% -$84.6K 0.02% 659
2022
Q2 		$7.5M Sell
212,474
-10,679
-5% -$330K 0.01% 740
2022
Q1 		$5.81M Sell
223,153
-25,111
-10% -$610K 0.01% 973
2021
Q4 		$5.85M Sell
248,264
-56,967
-19% -$1.38M 0.01% 1054
2021
Q3 		$7.63M Sell
305,231
-11,255
-4% -$280K 0.01% 940
2021
Q2 		$7.43M Sell
316,486
-11,701
-4% -$277K 0.01% 966
2021
Q1 		$7.15M Sell
328,187
-17,958
-5% -$339K 0.01% 974
2020
Q4 		$5.49M Sell
346,145
-1,033
-0.3% -$17.8K 0.01% 1056
2020
Q3 		$5.66M Buy
347,178
+8,871
+3% +$130K 0.01% 915
2020
Q2 		$4.83M Buy
338,307
+4,119
+1% +$65.1K 0.01% 973
2020
Q1 		$4.71M Buy
334,188
+9,854
+3% +$206K 0.01% 847
2019
Q4 		$7.62M Sell
324,334
-53,178
-14% -$1.28M 0.01% 796
2019
Q3 		$8.92M Buy
377,512
+1,354
+0.4% +$35.8K 0.02% 693
2019
Q2 		$11M Buy
376,158
+1,623
+0.4% +$43.6K 0.02% 632
2019
Q1 		$8.97M Sell
374,535
-7,269
-2% -$179K 0.02% 691
2018
Q4 		$9.69M Buy
381,804
+25,799
+7% +$689K 0.02% 605
2018
Q3 		$9.17M Sell
356,005
-5,796
-2% -$147K 0.02% 713
2018
Q2 		$8.24M Sell
361,801
-22,046
-6% -$585K 0.02% 755
2018
Q1 		$9.75M Sell
383,847
-10,588
-3% -$279K 0.02% 646
2017
Q4 		$10.3M Buy
394,435
+28,966
+8% +$752K 0.02% 641
2017
Q3 		$9.68M Sell
365,469
-27,872
-7% -$810K 0.02% 647
2017
Q2 		$12.2M Sell
393,341
-31,606
-7% -$830K 0.03% 583
2017
Q1 		$9.88M Sell
424,947
-18,700
-4% -$418K 0.02% 696
2016
Q4 		$10.2M Sell
443,647
-49,400
-10% -$1.13M 0.02% 681
2016
Q3 		$11.4M Buy
493,047
+4,100
+0.8% +$95.9K 0.02% 621
2016
Q2 		$11.2M Sell
488,947
-13,241
-3% -$294K 0.02% 609
2016
Q1 		$13.3M Buy
502,188
+64,072
+15% +$2.01M 0.03% 567
2015
Q4 		$14.6M Sell
438,116
-64,832
-13% -$2.3M 0.04% 480
2015
Q3 		$18.2M Buy
502,948
+243
+0% +$8.23K 0.05% 393
2015
Q2 		$14.9M Buy
502,705
+543
+0.1% +$17K 0.04% 497
2015
Q1 		$16.1M Sell
502,162
-8,900
-2% -$298K 0.04% 470
2014
Q4 		$17.2M Buy
511,062
+4,864
+1% +$156K 0.04% 442
2014
Q3 		$15.7M Buy
506,198
+446,181
+743% +$14.5M 0.04% 454
2014
Q2 		$2.18M Sell
60,017
-435,307
-88% -$13M 0.01% 1547
2014
Q1 		$15M Buy
495,324
+2,300
+0.5% +$69K 0.04% 447
2013
Q4 		$14.3M Buy
493,024
+3,300
+0.7% +$93.7K 0.04% 453
2013
Q3 		$13.1M Buy
489,724
+15,187
+3% +$442K 0.04% 462
2013
Q2 		$13.2M Buy
+474,537
New +$13.5M 0.04% 424

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

California State Teachers Retirement System (CalSTRS)'s HRB Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its H&R Block (HRB) stake by 12% in Q1 2026, buying an estimated $543K and bringing the position to 149,211 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #1051.

California State Teachers Retirement System (CalSTRS) first reported a position in HRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.2M in Q3 2015. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 149,211 shares of H&R Block worth $4.74M as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) bought 15,575 H&R Block shares in Q1 2026, an estimated $543K.
  • H&R Block made up 0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #1051 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in H&R Block in Q2 2013 and has held it in 52 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s H&R Block position peaked at $18.2M in Q3 2015.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.