New York State Common Retirement Fund
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New York State Common Retirement Fund’s H&R Block HRB Stock Holding History

New York State Common Retirement Fund’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 		$2.98M Buy
78,379
+1,400
+2% +$48.8K ﹤0.01% 1298
2026
Q1 		$2.44M Sell
76,979
-1,532
-2% -$53.4K ﹤0.01% 1309
2025
Q4 		$3.42M Sell
78,511
-3,468
-4% -$162K ﹤0.01% 1182
2025
Q3 		$4.15M Sell
81,979
-2,000
-2% -$106K 0.01% 1146
2025
Q2 		$4.61M Hold
83,979
– – 0.01% 1092
2025
Q1 		$4.61M Sell
83,979
-6,800
-7% -$363K 0.01% 1092
2024
Q4 		$4.8M Sell
90,779
-3,500
-4% -$206K 0.01% 1120
2024
Q3 		$5.99M Sell
94,279
-20,600
-18% -$1.23M 0.01% 1020
2024
Q2 		$6.23M Sell
114,879
-1,966
-2% -$97.9K 0.01% 1021
2024
Q1 		$5.74M Sell
116,845
-16,024
-12% -$761K 0.01% 1062
2023
Q4 		$6.43M Sell
132,869
-18,288
-12% -$815K 0.01% 1024
2023
Q3 		$6.51M Sell
151,157
-18,827
-11% -$695K 0.01% 1003
2023
Q2 		$5.42M Sell
169,984
-6,122
-3% -$198K 0.01% 1132
2023
Q1 		$6.21M Sell
176,106
-45,813
-21% -$1.69M 0.01% 1079
2022
Q4 		$8.1M Sell
221,919
-1,678
-0.8% -$68.2K 0.01% 976
2022
Q3 		$9.51M Sell
223,597
-25,346
-10% -$1.07M 0.01% 872
2022
Q2 		$8.79M Buy
248,943
+21,066
+9% +$650K 0.01% 934
2022
Q1 		$5.93M Sell
227,877
-28,187
-11% -$684K 0.01% 1200
2021
Q4 		$6.03M Sell
256,064
-2,379
-0.9% -$57.7K 0.01% 1217
2021
Q3 		$6.46M Sell
258,443
-188,748
-42% -$4.7M 0.01% 1198
2021
Q2 		$10.5M Sell
447,191
-395,276
-47% -$9.36M 0.01% 994
2021
Q1 		$18.4M Buy
842,467
+552,309
+190% +$10.4M 0.02% 678
2020
Q4 		$4.6M Buy
290,158
+11,500
+4% +$199K 0.01% 1289
2020
Q3 		$4.54M Sell
278,658
-220,257
-44% -$3.24M 0.01% 1198
2020
Q2 		$7.13M Sell
498,915
-36,743
-7% -$581K 0.01% 1010
2020
Q1 		$7.54M Buy
535,658
+160,500
+43% +$3.36M 0.01% 894
2019
Q4 		$8.81M Sell
375,158
-8,500
-2% -$204K 0.01% 1005
2019
Q3 		$9.06M Sell
383,658
-34,300
-8% -$908K 0.01% 988
2019
Q2 		$12.2M Sell
417,958
-10,142
-2% -$273K 0.02% 884
2019
Q1 		$10.2M Buy
428,100
+5,000
+1% +$123K 0.01% 946
2018
Q4 		$10.7M Sell
423,100
-15,000
-3% -$400K 0.02% 873
2018
Q3 		$11.3M Hold
438,100
– – 0.01% 946
2018
Q2 		$9.98M Sell
438,100
-43,000
-9% -$1.14M 0.01% 1011
2018
Q1 		$12.2M Buy
481,100
+4,500
+0.9% +$118K 0.02% 899
2017
Q4 		$12.5M Sell
476,600
-9,300
-2% -$241K 0.02% 900
2017
Q3 		$12.9M Sell
485,900
-900
-0.2% -$26.1K 0.02% 858
2017
Q2 		$15M Buy
486,800
+6,699
+1% +$176K 0.02% 780
2017
Q1 		$11.2M Buy
480,101
+1
+0% +$22 0.02% 910
2016
Q4 		$11M Buy
480,100
+10,000
+2% +$229K 0.02% 907
2016
Q3 		$10.9M Sell
470,100
-78,600
-14% -$1.84M 0.02% 886
2016
Q2 		$12.6M Sell
548,700
-56,500
-9% -$1.26M 0.02% 817
2016
Q1 		$16M Sell
605,200
-55,100
-8% -$1.73M 0.02% 687
2015
Q4 		$22M Buy
660,300
+7,000
+1% +$249K 0.03% 552
2015
Q3 		$23.6M Sell
653,300
-2,136
-0.3% -$72.3K 0.04% 504
2015
Q2 		$19.4M Sell
655,436
-61,034
-9% -$1.91M 0.03% 623
2015
Q1 		$23M Sell
716,470
-1,525
-0.2% -$51.1K 0.03% 539
2014
Q4 		$24.2M Sell
717,995
-32,226
-4% -$1.03M 0.04% 517
2014
Q3 		$23.3M Sell
750,221
-14,049
-2% -$458K 0.03% 552
2014
Q2 		$25.6M Hold
764,270
– – 0.04% 530
2014
Q1 		$23.1M Hold
764,270
– – 0.04% 555
2013
Q4 		$22.2M Sell
764,270
-31,900
-4% -$906K 0.03% 565
2013
Q3 		$21.2M Sell
796,170
-12,600
-2% -$367K 0.04% 557
2013
Q2 		$22.4M Buy
+808,770
New +$23.1M 0.04% 484

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 Common Retirement Fund's HRB Position: Q2 2026 in Review

New York State Common Retirement Fund increased its H&R Block (HRB) stake by 1.8% in Q2 2026, buying an estimated $48.8K and bringing the position to 78,379 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

New York State Common Retirement Fund first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.6M in Q2 2014. 195 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • New York State Common Retirement Fund held 78,379 shares of H&R Block worth $2.98M as of Q2 2026.
  • New York State Common Retirement Fund bought 1,400 H&R Block shares in Q2 2026, an estimated $48.8K.
  • H&R Block made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #1298 holding.
  • New York State Common Retirement Fund first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
  • New York State Common Retirement Fund's H&R Block position peaked at $25.6M in Q2 2014.
  • 195 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.