Treasurer of the State of North Carolina’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.7M Buy
53,618
+543
+1% +$18.9K 0.01% 879
2025
Q4
$2.31M Sell
53,075
-144,542
-73% -$6.76M 0.01% 831
2025
Q3
$9.99M Sell
197,617
-2,441
-1% -$129K 0.03% 448
2025
Q2
$11M Buy
200,058
+89,119
+80% +$5.15M 0.04% 425
2025
Q1
$6.09M Buy
110,939
+1,483
+1% +$79.3K 0.02% 538
2024
Q4
$5.78M Buy
109,456
+2,241
+2% +$132K 0.02% 555
2024
Q3
$6.81M Buy
107,215
+12,737
+13% +$759K 0.03% 518
2024
Q2
$5.12M Buy
94,478
+26,304
+39% +$1.31M 0.02% 560
2024
Q1
$3.35M Buy
68,174
+437
+0.6% +$20.8K 0.01% 715
2023
Q4
$3.28M Sell
67,737
-20,891
-24% -$931K 0.02% 697
2023
Q3
$3.82M Buy
88,628
+416
+0.5% +$15.4K 0.02% 607
2023
Q2
$2.81M Sell
88,212
-144
-0.2% -$4.65K 0.01% 744
2023
Q1
$3.12M Sell
88,356
-1,183
-1% -$43.8K 0.02% 663
2022
Q4
$3.27M Buy
89,539
+21,209
+31% +$862K 0.02% 638
2022
Q3
$2.91M Sell
68,330
-1,210
-2% -$51.2K 0.02% 654
2022
Q2
$2.46M Buy
69,540
+8,858
+15% +$273K 0.02% 735
2022
Q1
$1.58M Sell
60,682
-3,060
-5% -$74.3K 0.01% 875
2021
Q4
$1.5M Sell
63,742
-460
-0.7% -$11.2K 0.01% 905
2021
Q3
$1.6M Buy
64,202
+999
+2% +$24.9K 0.01% 894
2021
Q2
$1.48M Sell
63,203
-4,230
-6% -$100K 0.01% 917
2021
Q1
$1.47M Sell
67,433
-3,510
-5% -$66.3K 0.01% 885
2020
Q4
$1.13M Buy
70,943
+170
+0.2% +$2.94K 0.01% 917
2020
Q3
$1.15M Sell
70,773
-60
-0.1% -$882 0.01% 856
2020
Q2
$1.01M Sell
70,833
-9,945
-12% -$157K 0.01% 889
2020
Q1
$1.14M Buy
80,778
+32,240
+66% +$675K 0.01% 778
2019
Q4
$1.14M Sell
48,538
-200
-0.4% -$4.8K 0.01% 767
2019
Q3
$1.15M Sell
48,738
-111,410
-70% -$2.95M 0.01% 746
2019
Q2
$4.69M Sell
160,148
-420
-0.3% -$11.3K 0.03% 492
2019
Q1
$3.84M Sell
160,568
-165
-0.1% -$4.06K 0.02% 539
2018
Q4
$4.08M Buy
160,733
+1,744
+1% +$46.6K 0.03% 477
2018
Q3
$4.09M Buy
158,989
+96,129
+153% +$2.44M 0.03% 536
2018
Q2
$1.43M Buy
62,860
+25,914
+70% +$688K 0.01% 740
2018
Q1
$939K Buy
+36,946
New +$972K 0.02% 612

Other funds holding HRB

Treasurer of the State of North Carolina's HRB Position: Q1 2026 in Review

Treasurer of the State of North Carolina increased its H&R Block (HRB) stake by 1% in Q1 2026, buying an estimated $18.9K and bringing the position to 53,618 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #879.

Treasurer of the State of North Carolina first reported a position in HRB in Q1 2018 and has held it in 33 quarters since. The position peaked at $11M in Q2 2025. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Treasurer of the State of North Carolina held 53,618 shares of H&R Block worth $1.7M as of Q1 2026.
  • Treasurer of the State of North Carolina bought 543 H&R Block shares in Q1 2026, an estimated $18.9K.
  • H&R Block made up 0.01% of Treasurer of the State of North Carolina's portfolio in Q1 2026, its #879 holding.
  • Treasurer of the State of North Carolina first reported a position in H&R Block in Q1 2018 and has held it in 33 quarters since.
  • Treasurer of the State of North Carolina's H&R Block position peaked at $11M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Treasurer of the State of North Carolina's 13F filing for Q1 2026, filed 14 May 2026.