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

Maryland State Retirement & Pension 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	$247K	Hold	6,486	–	–	﹤0.01%	1307
2026 Q1	$206K	Hold	6,486	–	–	﹤0.01%	1288
2025 Q4	$283K	Hold	6,486	–	–	0.01%	1142
2025 Q3	$328K	Hold	6,486	–	–	0.01%	1058
2025 Q2	$356K	Hold	6,486	–	–	0.01%	1157
2025 Q1	$356K	Sell	6,486 -1,441	-18%	-$77K	0.01%	1130
2024 Q4	$419K	Hold	7,927	–	–	0.01%	1179
2024 Q3	$504K	Sell	7,927 -3,660	-32%	-$218K	0.01%	1072
2024 Q2	$628K	Hold	11,587	–	–	0.01%	981
2024 Q1	$544K	Hold	11,587	–	–	0.01%	1062
2023 Q4	$560K	Hold	11,587	–	–	0.01%	1063
2023 Q3	$499K	Hold	11,587	–	–	0.01%	1055
2023 Q2	$369K	Sell	11,587 -1,147	-9%	-$37.1K	0.01%	1267
2023 Q1	$449K	Hold	12,734	–	–	0.01%	1111
2022 Q4	$465K	Buy	+12,734	New	+$518K	0.01%	1043
2022 Q3	–	Sell	-12,734	Closed	-$450K	–	682
2022 Q2	$450K	Hold	12,734	–	–	0.01%	1025
2022 Q1	$332K	Sell	12,734 -1,916	-13%	-$46.5K	0.01%	1299
2021 Q4	$345K	Hold	14,650	–	–	0.01%	1305
2021 Q3	$372K	Hold	14,650	–	–	0.01%	1261
2021 Q2	$346K	Hold	14,650	–	–	0.01%	851
2021 Q1	$319K	Buy	+14,650	New	+$277K	0.01%	871

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Maryland State Retirement & Pension System's HRB Position: Q2 2026 in Review

Maryland State Retirement & Pension System held its H&R Block (HRB) position steady in Q2 2026 at 6,486 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Maryland State Retirement & Pension System first reported a position in HRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $628K in Q2 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Maryland State Retirement & Pension System held 6,486 shares of H&R Block worth $247K as of Q2 2026.
Maryland State Retirement & Pension System left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Maryland State Retirement & Pension System's portfolio in Q2 2026, its #1307 holding.
Maryland State Retirement & Pension System first reported a position in H&R Block in Q1 2021 and has held it in 21 quarters since.
Maryland State Retirement & Pension System's H&R Block position peaked at $628K in Q2 2024.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Maryland State Retirement & Pension System's 13F filing for Q2 2026, filed 30 Jul 2026.