Retirement Systems of Alabama
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Retirement Systems of Alabama’s H&R Block HRB Stock Holding History

Retirement Systems of Alabama’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 		$4.99M Sell
131,106
-24,294
-16% -$846K 0.02% 736
2026
Q1 		$4.93M Buy
155,400
+3,669
+2% +$128K 0.02% 740
2025
Q4 		$6.61M Sell
151,731
-10,137
-6% -$474K 0.02% 636
2025
Q3 		$8.19M Sell
161,868
-219,152
-58% -$11.6M 0.03% 566
2025
Q2 		$20.9M Buy
381,020
+722
+0.2% +$41.7K 0.07% 264
2025
Q1 		$20.9M Sell
380,298
-3,728
-1% -$199K 0.08% 248
2024
Q4 		$20.3M Buy
384,026
+57,219
+18% +$3.36M 0.08% 263
2024
Q3 		$20.8M Sell
326,807
-29,030
-8% -$1.73M 0.08% 270
2024
Q2 		$19.3M Sell
355,837
-2,989
-0.8% -$149K 0.07% 263
2024
Q1 		$17.6M Sell
358,826
-5,063
-1% -$241K 0.07% 304
2023
Q4 		$17.6M Buy
363,889
+69,846
+24% +$3.11M 0.07% 270
2023
Q3 		$12.7M Sell
294,043
-6,104
-2% -$225K 0.06% 339
2023
Q2 		$9.57M Sell
300,147
-2,720
-0.9% -$87.9K 0.04% 442
2023
Q1 		$10.7M Buy
302,867
+21,256
+8% +$786K 0.05% 435
2022
Q4 		$10.3M Buy
281,611
+72,674
+35% +$2.95M 0.04% 449
2022
Q3 		$8.89M Sell
208,937
-1,301
-0.6% -$55.1K 0.04% 466
2022
Q2 		$7.43M Sell
210,238
-5,653
-3% -$175K 0.03% 549
2022
Q1 		$5.62M Sell
215,891
-14,091
-6% -$342K 0.02% 721
2021
Q4 		$5.42M Sell
229,982
-565
-0.2% -$13.7K 0.02% 748
2021
Q3 		$5.76M Sell
230,547
-5,815
-2% -$145K 0.02% 708
2021
Q2 		$5.55M Sell
236,362
-3,042
-1% -$72K 0.02% 716
2021
Q1 		$5.22M Buy
239,404
+326
+0.1% +$6.16K 0.02% 740
2020
Q4 		$3.79M Sell
239,078
-454,718
-66% -$7.85M 0.01% 794
2020
Q3 		$11.3M Buy
693,796
+261,958
+61% +$3.85M 0.05% 351
2020
Q2 		$6.17M Buy
431,838
+69,094
+19% +$1.09M 0.03% 546
2020
Q1 		$5.11M Buy
362,744
+24,138
+7% +$506K 0.03% 558
2019
Q4 		$7.95M Buy
338,606
+36,833
+12% +$884K 0.04% 521
2019
Q3 		$7.13M Sell
301,773
-5,836
-2% -$154K 0.03% 528
2019
Q2 		$9.01M Sell
307,609
-20,576
-6% -$553K 0.04% 467
2019
Q1 		$7.86M Buy
328,185
+36,749
+13% +$903K 0.04% 500
2018
Q4 		$7.39M Sell
291,436
-28,282
-9% -$755K 0.04% 476
2018
Q3 		$8.23M Buy
319,718
+15,373
+5% +$390K 0.04% 493
2018
Q2 		$6.93M Sell
304,345
-8,773
-3% -$233K 0.03% 556
2018
Q1 		$7.96M Buy
313,118
+7,645
+3% +$201K 0.04% 501
2017
Q4 		$8.01M Buy
305,473
+44,598
+17% +$1.16M 0.04% 507
2017
Q3 		$6.91M Sell
260,875
-21,259
-8% -$618K 0.04% 553
2017
Q2 		$8.72M Sell
282,134
-53,422
-16% -$1.4M 0.05% 459
2017
Q1 		$7.8M Buy
335,556
+46,778
+16% +$1.05M 0.04% 482
2016
Q4 		$6.64M Sell
288,778
-4,566
-2% -$104K 0.04% 523
2016
Q3 		$6.79M Sell
293,344
-29,927
-9% -$700K 0.04% 499
2016
Q2 		$7.43M Buy
323,271
+90,516
+39% +$2.01M 0.04% 480
2016
Q1 		$6.15M Buy
232,755
+1,210
+0.5% +$38K 0.04% 547
2015
Q4 		$7.71M Buy
231,545
+17,347
+8% +$616K 0.05% 488
2015
Q3 		$7.75M Sell
214,198
-10,324
-5% -$350K 0.05% 479
2015
Q2 		$6.66M Buy
224,522
+3,934
+2% +$123K 0.04% 577
2015
Q1 		$7.07M Buy
220,588
+52,120
+31% +$1.75M 0.04% 541
2014
Q4 		$5.67M Sell
168,468
-281
-0.2% -$9K 0.03% 616
2014
Q3 		$5.23M Buy
168,749
+1,038
+0.6% +$33.8K 0.03% 638
2014
Q2 		$5.62M Buy
167,711
+3,101
+2% +$92.3K 0.03% 608
2014
Q1 		$4.97M Buy
164,610
+1,347
+0.8% +$40.4K 0.03% 659
2013
Q4 		$4.74M Buy
163,263
+184
+0.1% +$5.22K 0.03% 647
2013
Q3 		$4.35M Buy
163,079
+2,742
+2% +$79.8K 0.03% 677
2013
Q2 		$4.45M Buy
+160,337
New +$4.57M 0.03% 623

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama's HRB Position: Q2 2026 in Review

Retirement Systems of Alabama reduced its H&R Block (HRB) stake by 16% in Q2 2026, selling an estimated $846K and leaving 131,106 shares worth $4.99M. The position accounts for 0.02% of the portfolio, ranked #736.

Retirement Systems of Alabama first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.9M in Q2 2025. 145 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Retirement Systems of Alabama held 131,106 shares of H&R Block worth $4.99M as of Q2 2026.
  • Retirement Systems of Alabama sold 24,294 H&R Block shares in Q2 2026, an estimated $846K.
  • H&R Block made up 0.02% of Retirement Systems of Alabama's portfolio in Q2 2026, its #736 holding.
  • Retirement Systems of Alabama first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
  • Retirement Systems of Alabama's H&R Block position peaked at $20.9M in Q2 2025.
  • 145 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.