State Board of Administration of Florida Retirement System
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State Board of Administration of Florida Retirement System’s H&R Block HRB Stock Holding History

State Board of Administration of Florida Retirement 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 		$4.81M Sell
126,289
-2,230
-2% -$77.7K 0.01% 846
2026
Q1 		$4.08M Sell
128,519
-9,408
-7% -$328K 0.01% 833
2025
Q4 		$6.01M Sell
137,927
-7,132
-5% -$333K 0.01% 739
2025
Q3 		$7.34M Sell
145,059
-16,094
-10% -$851K 0.01% 681
2025
Q2 		$8.85M Buy
161,153
+460
+0.3% +$26.6K 0.02% 619
2025
Q1 		$8.82M Sell
160,693
-7,490
-4% -$400K 0.02% 603
2024
Q4 		$8.89M Sell
168,183
-140
-0.1% -$8.23K 0.02% 613
2024
Q3 		$10.7M Sell
168,323
-15,590
-8% -$929K 0.02% 571
2024
Q2 		$9.97M Sell
183,913
-8,850
-5% -$441K 0.02% 567
2024
Q1 		$6.79M Buy
192,763
+8,050
+4% +$382K 0.02% 666
2023
Q4 		$8.93M Buy
184,713
+49
+0% +$2.18K 0.02% 619
2023
Q3 		$7.95M Buy
184,664
+230
+0.1% +$8.49K 0.02% 627
2023
Q2 		$5.88M Sell
184,434
-8,329
-4% -$269K 0.01% 743
2023
Q1 		$6.79M Hold
192,763
– – 0.02% 678
2022
Q4 		$7.04M Sell
192,763
-4,860
-2% -$198K 0.02% 660
2022
Q3 		$8.41M Sell
197,623
-3,730
-2% -$158K 0.02% 594
2022
Q2 		$7.11M Sell
201,353
-19,264
-9% -$595K 0.02% 663
2022
Q1 		$5.75M Sell
220,617
-12,380
-5% -$301K 0.01% 824
2021
Q4 		$5.49M Sell
232,997
-3,554
-2% -$86.2K 0.01% 856
2021
Q3 		$5.91M Sell
236,551
-7,763
-3% -$193K 0.01% 833
2021
Q2 		$5.74M Sell
244,314
-12,290
-5% -$291K 0.01% 863
2021
Q1 		$5.59M Sell
256,604
-19,770
-7% -$374K 0.01% 850
2020
Q4 		$4.38M Hold
276,374
– – 0.01% 889
2020
Q3 		$4.5M Hold
276,374
– – 0.01% 816
2020
Q2 		$3.95M Sell
276,374
-17,724
-6% -$280K 0.01% 867
2020
Q1 		$4.14M Sell
294,098
-7,077
-2% -$148K 0.01% 738
2019
Q4 		$7.07M Sell
301,175
-7,986
-3% -$192K 0.02% 706
2019
Q3 		$7.3M Sell
309,161
-16,362
-5% -$433K 0.02% 685
2019
Q2 		$9.54M Hold
325,523
– – 0.02% 610
2019
Q1 		$7.79M Sell
325,523
-3,790
-1% -$93.2K 0.02% 662
2018
Q4 		$8.36M Sell
329,313
-6,041
-2% -$161K 0.03% 587
2018
Q3 		$8.63M Hold
335,354
– – 0.02% 648
2018
Q2 		$7.64M Sell
335,354
-150
-0% -$3.98K 0.02% 684
2018
Q1 		$8.53M Sell
335,504
-6,420
-2% -$169K 0.02% 629
2017
Q4 		$8.96M Sell
341,924
-3,500
-1% -$90.8K 0.02% 622
2017
Q3 		$9.15M Sell
345,424
-16,250
-4% -$472K 0.02% 602
2017
Q2 		$11.2M Hold
361,674
– – 0.03% 527
2017
Q1 		$8.41M Hold
361,674
– – 0.02% 618
2016
Q4 		$8.31M Sell
361,674
-8,690
-2% -$199K 0.03% 616
2016
Q3 		$8.57M Sell
370,364
-730
-0.2% -$17.1K 0.03% 588
2016
Q2 		$8.54M Buy
371,094
+35,702
+11% +$794K 0.03% 574
2016
Q1 		$8.86M Sell
335,392
-42,750
-11% -$1.34M 0.03% 512
2015
Q4 		$12.6M Sell
378,142
-4,890
-1% -$174K 0.05% 395
2015
Q3 		$13.9M Buy
383,032
+70
+0% +$2.37K 0.05% 365
2015
Q2 		$11.4M Buy
382,962
+500
+0.1% +$15.7K 0.04% 462
2015
Q1 		$12.3M Sell
382,462
-48,512
-11% -$1.62M 0.04% 448
2014
Q4 		$14.5M Sell
430,974
-4,382
-1% -$140K 0.05% 412
2014
Q3 		$13.5M Sell
435,356
-8,030
-2% -$262K 0.04% 427
2014
Q2 		$14.9M Sell
443,386
-737
-0.2% -$21.9K 0.05% 399
2014
Q1 		$13.4M Sell
444,123
-48,495
-10% -$1.46M 0.04% 425
2013
Q4 		$14.3M Sell
492,618
-758
-0.2% -$21.5K 0.04% 435
2013
Q3 		$13.2M Sell
493,376
-7,140
-1% -$208K 0.04% 445
2013
Q2 		$13.9M Buy
+500,516
New +$14.3M 0.05% 417

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

State Board of Administration of Florida Retirement System's HRB Position: Q2 2026 in Review

State Board of Administration of Florida Retirement System reduced its H&R Block (HRB) stake by 1.7% in Q2 2026, selling an estimated $77.7K and leaving 126,289 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #846.

State Board of Administration of Florida Retirement System first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.9M in Q2 2014. 299 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • State Board of Administration of Florida Retirement System held 126,289 shares of H&R Block worth $4.81M as of Q2 2026.
  • State Board of Administration of Florida Retirement System sold 2,230 H&R Block shares in Q2 2026, an estimated $77.7K.
  • H&R Block made up 0.01% of State Board of Administration of Florida Retirement System's portfolio in Q2 2026, its #846 holding.
  • State Board of Administration of Florida Retirement System first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
  • State Board of Administration of Florida Retirement System's H&R Block position peaked at $14.9M in Q2 2014.
  • 299 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q2 2026, filed 10 Aug 2026.