LSERS
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Louisiana State Employees Retirement System’s H&R Block HRB Stock Holding History

Louisiana State Employees 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
Q2 		$1.41M Buy
37,100
+300
+0.8% +$10.5K 0.02% 866
2026
Q1 		$1.17M Buy
36,800
+1,800
+5% +$62.7K 0.02% 920
2025
Q4 		$1.53M Sell
35,000
-2,300
-6% -$108K 0.03% 723
2025
Q3 		$1.89M Sell
37,300
-400
-1% -$21.1K 0.03% 571
2025
Q2 		$2.07M Buy
37,700
+200
+0.5% +$11.5K 0.04% 487
2025
Q1 		$2.06M Sell
37,500
-500
-1% -$26.7K 0.04% 469
2024
Q4 		$2.01M Sell
38,000
-700
-2% -$41.1K 0.04% 509
2024
Q3 		$2.46M Sell
38,700
-800
-2% -$47.7K 0.05% 388
2024
Q2 		$2.14M Sell
39,500
-700
-2% -$34.8K 0.04% 429
2024
Q1 		$1.97M Sell
40,200
-200
-0.5% -$9.5K 0.04% 505
2023
Q4 		$1.95M Sell
40,400
-2,700
-6% -$120K 0.04% 474
2023
Q3 		$1.86M Sell
43,100
-1,400
-3% -$51.7K 0.04% 436
2023
Q2 		$1.42M Buy
44,500
+4,100
+10% +$132K 0.03% 626
2023
Q1 		$1.42M Sell
40,400
-1,200
-3% -$44.4K 0.04% 541
2022
Q4 		$1.52M Sell
41,600
-900
-2% -$36.6K 0.04% 478
2022
Q3 		$1.81M Buy
42,500
+600
+1% +$25.4K 0.05% 343
2022
Q2 		$1.59M Sell
41,900
-1,200
-3% -$37K 0.04% 437
2022
Q1 		$1.21M Sell
43,100
-2,000
-4% -$48.5K 0.03% 735
2021
Q4 		$1.06M Sell
45,100
-300
-0.7% -$7.28K 0.02% 878
2021
Q3 		$1.14M Sell
45,400
-1,700
-4% -$42.4K 0.03% 782
2021
Q2 		$1.11M Sell
47,100
-600
-1% -$14.2K 0.03% 797
2021
Q1 		$1.04M Buy
47,700
+1,900
+4% +$35.9K 0.03% 833
2020
Q4 		$726K Sell
45,800
-2,400
-5% -$41.5K 0.02% 955
2020
Q3 		$785K Buy
+48,200
New +$709K 0.04% 669
2020
Q1 		– Sell
-9,300
Closed -$218K – 1340
2019
Q4 		$218K Sell
9,300
-400
-4% -$9.6K 0.01% 1343
2019
Q3 		$229K Sell
9,700
-500
-5% -$13.2K 0.01% 1333
2019
Q2 		$289K Sell
10,200
-700
-6% -$18.8K 0.01% 1255
2019
Q1 		$261K Buy
10,900
+100
+0.9% +$2.46K 0.01% 1306
2018
Q4 		$274K Sell
10,800
-1,200
-10% -$32K 0.02% 1242
2018
Q3 		$309K Sell
12,000
-300
-2% -$7.61K 0.01% 1348
2018
Q2 		$280K Sell
12,300
-500
-4% -$13.3K 0.01% 1382
2018
Q1 		$325K Buy
12,800
+100
+0.8% +$2.63K 0.01% 1305
2017
Q4 		$333K Sell
12,700
-400
-3% -$10.4K 0.02% 1299
2017
Q3 		$347K Buy
13,100
+200
+2% +$5.81K 0.02% 1258
2017
Q2 		$399K Buy
12,900
+200
+2% +$5.25K 0.02% 1179
2017
Q1 		$295K Sell
12,700
-400
-3% -$8.95K 0.01% 1291
2016
Q4 		$301K Sell
13,100
-800
-6% -$18.3K 0.02% 1283
2016
Q3 		$322K Sell
13,900
-800
-5% -$18.7K 0.02% 1251
2016
Q2 		$338K Sell
14,700
-1,100
-7% -$24.5K 0.02% 1207
2016
Q1 		$417K Sell
15,800
-700
-4% -$22K 0.02% 1117
2015
Q4 		$550K Sell
16,500
-3,700
-18% -$131K 0.03% 932
2015
Q3 		$731K Buy
20,200
+100
+0.5% +$3.39K 0.04% 714
2015
Q2 		$596K Buy
20,100
+300
+2% +$9.41K 0.03% 952
2015
Q1 		$635K Sell
19,800
-900
-4% -$30.1K 0.03% 890
2014
Q4 		$697K Sell
20,700
-400
-2% -$12.8K 0.03% 840
2014
Q3 		$654K Sell
21,100
-400
-2% -$13K 0.03% 845
2014
Q2 		$721K Sell
21,500
-200
-0.9% -$5.96K 0.03% 816
2014
Q1 		$655K Sell
21,700
-300
-1% -$9K 0.03% 870
2013
Q4 		$639K Buy
+22,000
New +$625K 0.03% 894

Other funds holding HRB

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Louisiana State Employees Retirement System's HRB Position: Q2 2026 in Review

Louisiana State Employees Retirement System increased its H&R Block (HRB) stake by 0.82% in Q2 2026, buying an estimated $10.5K and bringing the position to 37,100 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #866.

Louisiana State Employees Retirement System first reported a position in HRB in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.46M in Q3 2024. 145 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Louisiana State Employees Retirement System held 37,100 shares of H&R Block worth $1.41M as of Q2 2026.
  • Louisiana State Employees Retirement System bought 300 H&R Block shares in Q2 2026, an estimated $10.5K.
  • H&R Block made up 0.02% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #866 holding.
  • Louisiana State Employees Retirement System first reported a position in H&R Block in Q4 2013 and has held it in 49 quarters since.
  • Louisiana State Employees Retirement System's H&R Block position peaked at $2.46M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.