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South Dakota Investment Council’s H&R Block HRB Stock Holding History

South Dakota Investment Council’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
Q1 		$3.09M Buy
97,465
+84,964
+680% +$2.96M 0.06% 242
2025
Q4 		$545K Sell
12,501
-1,300
-9% -$60.8K 0.01% 489
2025
Q3 		$698K Sell
13,801
-1,500
-10% -$79.3K 0.01% 469
2025
Q2 		$840K Sell
15,301
-17,561
-53% -$1.01M 0.02% 462
2025
Q1 		$1.8M Sell
32,862
-500
-1% -$26.7K 0.04% 322
2024
Q4 		$1.76M Hold
33,362
– – 0.04% 330
2024
Q3 		$2.12M Sell
33,362
-67,416
-67% -$4.02M 0.04% 306
2024
Q2 		$5.46M Sell
100,778
-114,224
-53% -$5.69M 0.11% 171
2024
Q1 		$10.6M Sell
215,002
-35,400
-14% -$1.68M 0.22% 104
2023
Q4 		$12.1M Hold
250,402
– – 0.26% 86
2023
Q3 		$10.8M Sell
250,402
-26,838
-10% -$991K 0.25% 88
2023
Q2 		$8.84M Buy
277,240
+167,270
+152% +$5.4M 0.18% 119
2023
Q1 		$3.88M Hold
109,970
– – 0.08% 216
2022
Q4 		$4.01M Sell
109,970
-20,600
-16% -$837K 0.09% 203
2022
Q3 		$5.55M Sell
130,570
-25,155
-16% -$1.06M 0.13% 147
2022
Q2 		$5.5M Sell
155,725
-215,722
-58% -$6.66M 0.12% 154
2022
Q1 		$9.67M Sell
371,447
-107,100
-22% -$2.6M 0.19% 109
2021
Q4 		$11.3M Hold
478,547
– – 0.19% 114
2021
Q3 		$12M Sell
478,547
-24,000
-5% -$598K 0.21% 102
2021
Q2 		$11.8M Sell
502,547
-57,519
-10% -$1.36M 0.21% 103
2021
Q1 		$12.2M Buy
+560,066
New +$10.6M 0.2% 107

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

South Dakota Investment Council's HRB Position: Q1 2026 in Review

South Dakota Investment Council increased its H&R Block (HRB) stake by 680% in Q1 2026, buying an estimated $2.96M and bringing the position to 97,465 shares worth $3.09M. The position accounts for 0.06% of the portfolio, ranked #242.

South Dakota Investment Council first reported a position in HRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.2M in Q1 2021. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • South Dakota Investment Council held 97,465 shares of H&R Block worth $3.09M as of Q1 2026.
  • South Dakota Investment Council bought 84,964 H&R Block shares in Q1 2026, an estimated $2.96M.
  • H&R Block made up 0.06% of South Dakota Investment Council's portfolio in Q1 2026, its #242 holding.
  • South Dakota Investment Council first reported a position in H&R Block in Q1 2021 and has held it in 21 quarters since.
  • South Dakota Investment Council's H&R Block position peaked at $12.2M in Q1 2021.
  • 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.