URS
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Utah Retirement Systems’s H&R Block HRB Stock Holding History

Utah Retirement Systems’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 		$213K Hold
6,719
– – ﹤0.01% 939
2025
Q4 		$293K Sell
6,719
-290
-4% -$13.6K ﹤0.01% 888
2025
Q3 		$354K Hold
7,009
– – ﹤0.01% 824
2025
Q2 		$385K Sell
7,009
-391
-5% -$22.6K ﹤0.01% 812
2025
Q1 		$406K Hold
7,400
– – ﹤0.01% 768
2024
Q4 		$391K Hold
7,400
– – ﹤0.01% 820
2024
Q3 		$470K Hold
7,400
– – 0.01% 780
2024
Q2 		$401K Sell
7,400
-600
-8% -$29.9K ﹤0.01% 812
2024
Q1 		$393K Sell
8,000
-100
-1% -$4.75K ﹤0.01% 810
2023
Q4 		$392K Sell
8,100
-200
-2% -$8.91K 0.01% 830
2023
Q3 		$357K Buy
8,300
+100
+1% +$3.69K 0.01% 828
2023
Q2 		$261K Hold
8,200
– – ﹤0.01% 916
2023
Q1 		$289K Sell
8,200
-300
-4% -$11.1K ﹤0.01% 876
2022
Q4 		$310K Hold
8,500
– – ﹤0.01% 859
2022
Q3 		$362K Sell
8,500
-200
-2% -$8.46K 0.01% 835
2022
Q2 		$307K Hold
8,700
– – ﹤0.01% 875
2022
Q1 		$227K Sell
8,700
-500
-5% -$12.1K ﹤0.01% 948
2021
Q4 		$217K Sell
9,200
-100
-1% -$2.43K ﹤0.01% 976
2021
Q3 		$233K Sell
9,300
-300
-3% -$7.47K ﹤0.01% 954
2021
Q2 		$225K Buy
9,600
+100
+1% +$2.37K ﹤0.01% 967
2021
Q1 		$207K Sell
9,500
-500
-5% -$9.45K ﹤0.01% 941
2020
Q4 		$159K Buy
+10,000
New +$173K ﹤0.01% 921
2020
Q3 		– Sell
-36,733
Closed -$525K – 951
2020
Q2 		$525K Sell
36,733
-1,300
-3% -$20.5K 0.01% 819
2020
Q1 		$535K Sell
38,033
-300
-0.8% -$6.28K 0.01% 759
2019
Q4 		$900K Sell
38,333
-300
-0.8% -$7.2K 0.02% 764
2019
Q3 		$913K Buy
38,633
+100
+0.3% +$2.65K 0.02% 748
2019
Q2 		$1.13M Sell
38,533
-276
-0.7% -$7.42K 0.02% 679
2019
Q1 		$929K Buy
38,809
+470
+1% +$11.6K 0.02% 748
2018
Q4 		$973K Buy
38,339
+100
+0.3% +$2.67K 0.02% 660
2018
Q3 		$984K Sell
38,239
-500
-1% -$12.7K 0.02% 748
2018
Q2 		$882K Buy
38,739
+200
+0.5% +$5.31K 0.02% 787
2018
Q1 		$979K Buy
38,539
+100
+0.3% +$2.63K 0.02% 710
2017
Q4 		$1.01M Buy
38,439
+500
+1% +$13K 0.02% 704
2017
Q3 		$1M Buy
37,939
+100
+0.3% +$2.9K 0.02% 669
2017
Q2 		$1.17M Hold
37,839
– – 0.03% 606
2017
Q1 		$880K Hold
37,839
– – 0.02% 709
2016
Q4 		$870K Sell
37,839
-3,100
-8% -$70.9K 0.02% 696
2016
Q3 		$948K Hold
40,939
– – 0.02% 645
2016
Q2 		$942K Sell
40,939
-1,400
-3% -$31.1K 0.03% 631
2016
Q1 		$1.12M Buy
42,339
+100
+0.2% +$3.14K 0.03% 574
2015
Q4 		$1.41M Sell
42,239
-7,000
-14% -$249K 0.04% 487
2015
Q3 		$1.78M Buy
49,239
+300
+0.6% +$10.2K 0.05% 396
2015
Q2 		$1.45M Hold
48,939
– – 0.04% 505
2015
Q1 		$1.57M Buy
48,939
+1,500
+3% +$50.2K 0.04% 464
2014
Q4 		$1.6M Hold
47,439
– – 0.04% 437
2014
Q3 		$1.47M Sell
47,439
-100
-0.2% -$3.26K 0.04% 455
2014
Q2 		$1.59M Sell
47,539
-1,300
-3% -$38.7K 0.05% 427
2014
Q1 		$1.48M Buy
48,839
+300
+0.6% +$9K 0.04% 451
2013
Q4 		$1.41M Hold
48,539
– – 0.04% 455
2013
Q3 		$1.29M Sell
48,539
-400
-0.8% -$11.6K 0.04% 465
2013
Q2 		$1.36M Buy
+48,939
New +$1.4M 0.05% 425

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Utah Retirement Systems's HRB Position: Q1 2026 in Review

Utah Retirement Systems held its H&R Block (HRB) position steady in Q1 2026 at 6,719 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Utah Retirement Systems first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.78M in Q3 2015. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Utah Retirement Systems held 6,719 shares of H&R Block worth $213K as of Q1 2026.
  • Utah Retirement Systems left its H&R Block share count unchanged in Q1 2026.
  • H&R Block made up ﹤0.01% of Utah Retirement Systems's portfolio in Q1 2026, its #939 holding.
  • Utah Retirement Systems first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
  • Utah Retirement Systems's H&R Block position peaked at $1.78M in Q3 2015.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.