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
Q1 		$2.08M Buy
65,500
+19,300
+42% +$673K ﹤0.01% 2529
2025
Q4 		$2.01M Buy
46,200
+17,200
+59% +$804K ﹤0.01% 2419
2025
Q3 		$1.47M Sell
29,000
-7,100
-20% -$375K ﹤0.01% 2456
2025
Q2 		$1.98M Buy
36,100
+8,000
+28% +$462K ﹤0.01% 2011
2025
Q1 		$1.54M Buy
28,100
+4,400
+19% +$235K ﹤0.01% 1973
2024
Q4 		$1.25M Sell
23,700
-14,300
-38% -$840K ﹤0.01% 2208
2024
Q3 		$2.41M Buy
38,000
+17,600
+86% +$1.05M ﹤0.01% 1555
2024
Q2 		$1.11M Sell
20,400
-16,300
-44% -$811K ﹤0.01% 1907
2024
Q1 		$1.8M Buy
36,700
+17,500
+91% +$831K ﹤0.01% 1428
2023
Q4 		$929K Sell
19,200
-19,700
-51% -$878K ﹤0.01% 1460
2023
Q3 		$1.68M Buy
38,900
+7,800
+25% +$288K ﹤0.01% 1043
2023
Q2 		$991K Buy
31,100
+16,800
+117% +$543K ﹤0.01% 1057
2023
Q1 		$504K Buy
14,300
+900
+7% +$33.3K ﹤0.01% 1170
2022
Q4 		$489K Buy
13,400
+2,400
+22% +$97.5K ﹤0.01% 1146
2022
Q3 		$468K Buy
+11,000
New +$465K ﹤0.01% 1097
2022
Q1 		– Sell
-11,200
Closed -$264K – 1144
2021
Q4 		$264K Buy
+11,200
New +$272K ﹤0.01% 1159
2021
Q3 		– Sell
-11,400
Closed -$268K – 1223
2021
Q2 		$268K Sell
11,400
-3,100
-21% -$73.4K ﹤0.01% 1073
2021
Q1 		$316K Buy
+14,500
New +$274K ﹤0.01% 998
2020
Q4 		– Sell
-22,200
Closed -$362K – 1072
2020
Q3 		$362K Buy
+22,200
New +$326K ﹤0.01% 884
2019
Q1 		– Sell
-16,400
Closed -$416K – 755
2018
Q4 		$416K Buy
+16,400
New +$438K ﹤0.01% 667

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

IMC Chicago's HRB Position: Q1 2026 in Review

IMC Chicago opened a new position in H&R Block (HRB) in Q1 2026: 10,475 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #4471 among its holdings. This is a return to the name: IMC Chicago previously reported a position in HRB as recently as Q4 2024.

IMC Chicago first reported a position in HRB in Q1 2023 and has held it in 4 quarters since. The position peaked at $784K in Q4 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • IMC Chicago held 10,475 shares of H&R Block worth $332K as of Q1 2026.
  • H&R Block was a new IMC Chicago position in Q1 2026.
  • H&R Block made up ﹤0.01% of IMC Chicago's portfolio in Q1 2026, its #4471 holding.
  • IMC Chicago first reported a position in H&R Block in Q1 2023 and has held it in 4 quarters since.
  • IMC Chicago's H&R Block position peaked at $784K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.