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 		$2.46M Buy
64,700
+2,400
+4% +$83.6K ﹤0.01% 2804
2026
Q1 		$1.98M Buy
62,300
+42,000
+207% +$1.46M ﹤0.01% 2579
2025
Q4 		$885K Buy
20,300
+4,200
+26% +$196K ﹤0.01% 3077
2025
Q3 		$814K Sell
16,100
-5,100
-24% -$270K ﹤0.01% 2859
2025
Q2 		$1.16M Buy
21,200
+5,400
+34% +$312K ﹤0.01% 2380
2025
Q1 		$868K Sell
15,800
-18,400
-54% -$984K ﹤0.01% 2358
2024
Q4 		$1.81M Sell
34,200
-31,300
-48% -$1.84M ﹤0.01% 1943
2024
Q3 		$4.16M Buy
65,500
+2,600
+4% +$155K ﹤0.01% 1220
2024
Q2 		$3.41M Buy
62,900
+22,200
+55% +$1.11M ﹤0.01% 1249
2024
Q1 		$2M Buy
40,700
+5,100
+14% +$242K ﹤0.01% 1360
2023
Q4 		$1.72M Hold
35,600
– – ﹤0.01% 1264
2023
Q3 		$1.53M Buy
35,600
+8,900
+33% +$329K ﹤0.01% 1072
2023
Q2 		$851K Buy
26,700
+2,600
+11% +$84K ﹤0.01% 1093
2023
Q1 		$850K Buy
+24,100
New +$891K ﹤0.01% 1085
2021
Q2 		– Sell
-11,100
Closed -$242K – 1141
2021
Q1 		$242K Sell
11,100
-8,900
-45% -$168K ﹤0.01% 1014
2020
Q4 		$317K Buy
+20,000
New +$345K ﹤0.01% 994
2019
Q1 		– Sell
-15,700
Closed -$398K – 756
2018
Q4 		$398K Buy
+15,700
New +$419K ﹤0.01% 682

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 540 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.
  • 540 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.