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State of Michigan Retirement System’s H&R Block HRB Stock Holding History

State of Michigan 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 		$1.13M Sell
29,668
-800
-3% -$27.9K 0.01% 844
2026
Q1 		$967K Buy
30,468
+600
+2% +$20.9K 0.01% 856
2025
Q4 		$1.3M Sell
29,868
-2,000
-6% -$93.5K 0.01% 786
2025
Q3 		$1.61M Sell
31,868
-300
-0.9% -$15.9K 0.01% 728
2025
Q2 		$1.77M Buy
32,168
+100
+0.3% +$5.78K 0.01% 685
2025
Q1 		$1.76M Sell
32,068
-400
-1% -$21.4K 0.01% 680
2024
Q4 		$1.72M Sell
32,468
-700
-2% -$41.1K 0.01% 708
2024
Q3 		$2.11M Sell
33,168
-400
-1% -$23.8K 0.01% 636
2024
Q2 		$1.82M Sell
33,568
-700
-2% -$34.8K 0.01% 658
2024
Q1 		$1.68M Sell
34,268
-300
-0.9% -$14.3K 0.01% 706
2023
Q4 		$1.67M Sell
34,568
-1,800
-5% -$80.2K 0.01% 682
2023
Q3 		$1.57M Sell
36,368
-1,100
-3% -$40.6K 0.01% 665
2023
Q2 		$1.19M Sell
37,468
-1,000
-3% -$32.3K 0.01% 754
2023
Q1 		$1.36M Sell
38,468
-1,100
-3% -$40.7K 0.01% 712
2022
Q4 		$1.44M Sell
39,568
-700
-2% -$28.4K 0.01% 675
2022
Q3 		$1.71M Sell
40,268
-300
-0.7% -$12.7K 0.01% 606
2022
Q2 		$1.43M Sell
40,568
-1,200
-3% -$37K 0.01% 663
2022
Q1 		$1.09M Sell
41,768
-2,732
-6% -$66.3K 0.01% 799
2021
Q4 		$1.05M Sell
44,500
-100
-0.2% -$2.43K 0.01% 840
2021
Q3 		$1.11M Sell
44,600
-1,100
-2% -$27.4K 0.01% 816
2021
Q2 		$1.07M Sell
45,700
-22,200
-33% -$526K 0.01% 817
2021
Q1 		$1.48M Buy
67,900
+1,100
+2% +$20.8K 0.01% 827
2020
Q4 		$1.06M Sell
66,800
-3,500
-5% -$60.5K 0.01% 862
2020
Q3 		$1.15M Buy
70,300
+21,106
+43% +$310K 0.01% 750
2020
Q2 		$702K Sell
49,194
-1,246,304
-96% -$19.7M 0.01% 851
2020
Q1 		$18.2M Sell
1,295,498
-2,500
-0.2% -$52.4K 0.2% 120
2019
Q4 		$30.5M Buy
1,297,998
+1,249,700
+2,587% +$30M 0.25% 102
2019
Q3 		$1.14M Sell
48,298
-400
-0.8% -$10.6K 0.01% 729
2019
Q2 		$1.43M Sell
48,698
-10,500
-18% -$282K 0.01% 639
2019
Q1 		$1.42M Buy
59,198
+400
+0.7% +$9.83K 0.01% 716
2018
Q4 		$1.49M Sell
58,798
-2,400
-4% -$64.1K 0.01% 638
2018
Q3 		$1.58M Sell
61,198
-700
-1% -$17.8K 0.01% 708
2018
Q2 		$1.41M Buy
61,898
+400
+0.7% +$10.6K 0.01% 743
2018
Q1 		$1.56M Buy
61,498
+200
+0.3% +$5.26K 0.01% 691
2017
Q4 		$1.61M Sell
61,298
-2,100
-3% -$54.5K 0.01% 681
2017
Q3 		$1.68M Sell
63,398
-4,600
-7% -$134K 0.01% 667
2017
Q2 		$2.1M Hold
67,998
– – 0.02% 615
2017
Q1 		$1.58M Buy
67,998
+200
+0.3% +$4.47K 0.01% 705
2016
Q4 		$1.56M Sell
67,798
-8,624
-11% -$197K 0.01% 716
2016
Q3 		$1.77M Sell
76,422
-1,500
-2% -$35.1K 0.01% 649
2016
Q2 		$1.79M Sell
77,922
-3,300
-4% -$73.4K 0.01% 639
2016
Q1 		$2.15M Sell
81,222
-660,600
-89% -$20.7M 0.02% 583
2015
Q4 		$24.7M Sell
741,822
-19,144
-3% -$680K 0.19% 99
2015
Q3 		$27.5M Buy
760,966
+654,200
+613% +$22.2M 0.21% 91
2015
Q2 		$3.17M Buy
106,766
+600
+0.6% +$18.8K 0.02% 522
2015
Q1 		$3.4M Sell
106,166
-7,200
-6% -$241K 0.02% 497
2014
Q4 		$3.82M Buy
113,366
+600
+0.5% +$19.2K 0.03% 458
2014
Q3 		$3.5M Buy
112,766
+400
+0.4% +$13K 0.02% 483
2014
Q2 		$3.77M Buy
112,366
+400
+0.4% +$11.9K 0.03% 465
2014
Q1 		$3.38M Buy
111,966
+900
+0.8% +$27K 0.03% 484
2013
Q4 		$3.23M Sell
111,066
-300
-0.3% -$8.52K 0.02% 488
2013
Q3 		$2.97M Buy
111,366
+800
+0.7% +$23.3K 0.03% 490
2013
Q2 		$3.07M Buy
+110,566
New +$3.15M 0.03% 452

Other funds holding HRB

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

State of Michigan Retirement System's HRB Position: Q2 2026 in Review

State of Michigan Retirement System reduced its H&R Block (HRB) stake by 2.6% in Q2 2026, selling an estimated $27.9K and leaving 29,668 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #844.

State of Michigan Retirement System first reported a position in HRB in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.5M in Q4 2019. 166 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • State of Michigan Retirement System held 29,668 shares of H&R Block worth $1.13M as of Q2 2026.
  • State of Michigan Retirement System sold 800 H&R Block shares in Q2 2026, an estimated $27.9K.
  • H&R Block made up 0.01% of State of Michigan Retirement System's portfolio in Q2 2026, its #844 holding.
  • State of Michigan Retirement System first reported a position in H&R Block in Q2 2013 and has held it in 53 quarters since.
  • State of Michigan Retirement System's H&R Block position peaked at $30.5M in Q4 2019.
  • 166 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.