IMC Chicago
HRB icon

IMC Chicago’s H&R Block HRB Stock Holding History

IMC Chicago’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 		– Sell
-10,475
Closed -$365K – 6532
2026
Q1 		$332K Buy
+10,475
New +$365K ﹤0.01% 4471
2025
Q1 		– Sell
-14,828
Closed -$793K – 3275
2024
Q4 		$784K Buy
14,828
+3,239
+28% +$190K ﹤0.01% 2508
2024
Q3 		$736K Buy
+11,589
New +$691K ﹤0.01% 2207
2023
Q2 		– Sell
-11,710
Closed -$378K – 1336
2023
Q1 		$413K Buy
+11,710
New +$433K ﹤0.01% 1201

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

IMC Chicago's HRB Position: Q2 2026 in Review

IMC Chicago sold out of H&R Block (HRB) in Q2 2026, closing a stake of 10,475 shares — an estimated $365K sold.

IMC Chicago first reported a position in HRB in Q1 2023 and held it in 4 quarters. The position peaked at $784K in Q4 2024. 274 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • IMC Chicago reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • IMC Chicago sold 10,475 H&R Block shares in Q2 2026, an estimated $365K.
  • IMC Chicago first reported a position in H&R Block in Q1 2023 and held it in 4 quarters.
  • IMC Chicago's H&R Block position peaked at $784K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on IMC Chicago's 13F filing for Q2 2026, filed 6 Aug 2026.