State of Wyoming’s H&R Block HRB Stock Holding History

State of Wyoming’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	$167K	Sell	4,378 -6,580	-60%	-$229K	0.02%	1126
2026 Q1	$348K	Buy	10,958 +10,274	+1,502%	+$358K	0.04%	578
2025 Q4	$29.8K	Sell	684 -1,536	-69%	-$71.8K	﹤0.01%	1639
2025 Q3	$112K	Sell	2,220 -30	-1%	-$1.58K	0.01%	1267
2025 Q2	$124K	Buy	2,250 +2,234	+13,963%	+$129K	0.02%	1195
2025 Q1	$879	Buy	16 +5	+45%	+$267	﹤0.01%	1613
2024 Q4	$581	Buy	11 +2	+22%	+$118	﹤0.01%	1582
2024 Q3	$572	Buy	+9	New	+$536	﹤0.01%	1663
2024 Q2	–	Sell	-1,996	Closed	-$98K	–	1755
2024 Q1	$98K	Buy	+1,996	New	+$94.8K	0.02%	1024
2023 Q1	–	Sell	-5,003	Closed	-$183K	–	1677
2022 Q4	$183K	Buy	5,003 +836	+20%	+$34K	0.06%	404
2022 Q3	$177K	Sell	4,167 -421	-9%	-$17.8K	0.09%	264
2022 Q2	$162K	Buy	+4,588	New	+$142K	0.1%	217
2021 Q4	–	Sell	-5,270	Closed	-$132K	–	1910
2021 Q3	$132K	Sell	5,270 -51	-1%	-$1.27K	0.08%	311
2021 Q2	$125K	Buy	+5,321	New	+$126K	0.08%	344

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State of Wyoming's HRB Position: Q2 2026 in Review

State of Wyoming reduced its H&R Block (HRB) stake by 60% in Q2 2026, selling an estimated $229K and leaving 4,378 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #1126.

State of Wyoming first reported a position in HRB in Q2 2021 and has held it in 14 quarters since. The position peaked at $348K in Q1 2026. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

State of Wyoming held 4,378 shares of H&R Block worth $167K as of Q2 2026.
State of Wyoming sold 6,580 H&R Block shares in Q2 2026, an estimated $229K.
H&R Block made up 0.02% of State of Wyoming's portfolio in Q2 2026, its #1126 holding.
State of Wyoming first reported a position in H&R Block in Q2 2021 and has held it in 14 quarters since.
State of Wyoming's H&R Block position peaked at $348K in Q1 2026.
259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.