NMERB
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New Mexico Educational Retirement Board’s H&R Block HRB Stock Holding History

New Mexico Educational Retirement Board’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 		$1.06M Hold
27,800
– – 0.03% 661
2026
Q1 		$882K Hold
27,800
– – 0.03% 692
2025
Q4 		$1.21M Hold
27,800
– – 0.04% 558
2025
Q3 		$1.41M Hold
27,800
– – 0.04% 483
2025
Q2 		$1.53M Hold
27,800
– – 0.05% 419
2025
Q1 		$1.53M Sell
27,800
-3,300
-11% -$176K 0.05% 408
2024
Q4 		$1.64M Hold
31,100
– – 0.06% 389
2024
Q3 		$1.98M Hold
31,100
– – 0.07% 306
2024
Q2 		$1.69M Hold
31,100
– – 0.06% 359
2024
Q1 		$1.53M Hold
31,100
– – 0.05% 414
2023
Q4 		$1.5M Hold
31,100
– – 0.06% 391
2023
Q3 		$1.34M Hold
31,100
– – 0.06% 398
2023
Q2 		$991K Buy
31,100
+2,900
+10% +$93.7K 0.04% 534
2023
Q1 		$994K Buy
28,200
+3,100
+12% +$115K 0.05% 469
2022
Q4 		$916K Hold
25,100
– – 0.05% 458
2022
Q3 		$1.07M Hold
25,100
– – 0.06% 357
2022
Q2 		$887K Sell
25,100
-12,900
-34% -$398K 0.04% 477
2022
Q1 		$990K Hold
38,000
– – 0.04% 613
2021
Q4 		$895K Hold
38,000
– – 0.03% 700
2021
Q3 		$950K Hold
38,000
– – 0.03% 648
2021
Q2 		$892K Buy
38,000
+4,200
+12% +$99.4K 0.03% 681
2021
Q1 		$737K Hold
33,800
– – 0.03% 693
2020
Q4 		$536K Sell
33,800
-5,900
-15% -$102K 0.02% 748
2020
Q3 		$647K Buy
39,700
+26,610
+203% +$391K 0.03% 628
2020
Q2 		$187K Buy
13,090
+800
+7% +$12.6K 0.01% 898
2020
Q1 		$173K Sell
12,290
-3,350
-21% -$70.2K 0.01% 872
2019
Q4 		$367K Hold
15,640
– – 0.02% 845
2019
Q3 		$369K Sell
15,640
-1,200
-7% -$31.8K 0.02% 820
2019
Q2 		$493K Sell
16,840
-300
-2% -$8.06K 0.02% 760
2019
Q1 		$410K Sell
17,140
-400
-2% -$9.83K 0.02% 847
2018
Q4 		$445K Sell
17,540
-1,100
-6% -$29.4K 0.02% 794
2018
Q3 		$480K Sell
18,640
-1,300
-7% -$33K 0.02% 864
2018
Q2 		$454K Hold
19,940
– – 0.02% 876
2018
Q1 		$507K Hold
19,940
– – 0.02% 857
2017
Q4 		$523K Hold
19,940
– – 0.02% 846
2017
Q3 		$528K Hold
19,940
– – 0.03% 511
2017
Q2 		$608K Sell
19,940
-1,100
-5% -$28.9K 0.03% 495
2017
Q1 		$489K Sell
21,040
-1,700
-7% -$38K 0.02% 519
2016
Q4 		$523K Hold
22,740
– – 0.02% 513
2016
Q3 		$526K Sell
22,740
-3,400
-13% -$79.5K 0.03% 510
2016
Q2 		$601K Hold
26,140
– – 0.03% 497
2016
Q1 		$691K Buy
26,140
+500
+2% +$15.7K 0.03% 472
2015
Q4 		$854K Sell
25,640
-5,300
-17% -$188K 0.04% 443
2015
Q3 		$1.12M Buy
30,940
+1,800
+6% +$61K 0.05% 374
2015
Q2 		$864K Sell
29,140
-2,800
-9% -$87.8K 0.04% 447
2015
Q1 		$1.02M Sell
31,940
-1,400
-4% -$46.9K 0.04% 424
2014
Q4 		$1.12M Sell
33,340
-3,300
-9% -$106K 0.05% 405
2014
Q3 		$1.14M Buy
36,640
+900
+3% +$29.3K 0.05% 414
2014
Q2 		$1.2M Hold
35,740
– – 0.05% 401
2014
Q1 		$1.08M Buy
+35,740
New +$1.07M 0.05% 435
2013
Q3 		– Sell
-43,140
Closed -$1.2M – 782
2013
Q2 		$1.2M Buy
+43,140
New +$1.23M 0.05% 405

Other funds holding HRB

RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

New Mexico Educational Retirement Board's HRB Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its H&R Block (HRB) position steady in Q2 2026 at 27,800 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #661.

New Mexico Educational Retirement Board first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.98M in Q3 2024. 174 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • New Mexico Educational Retirement Board held 27,800 shares of H&R Block worth $1.06M as of Q2 2026.
  • New Mexico Educational Retirement Board left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.03% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #661 holding.
  • New Mexico Educational Retirement Board first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
  • New Mexico Educational Retirement Board's H&R Block position peaked at $1.98M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.