Back to HRB
Chicago Partners Investment Group LLC → HRB
Chicago Partners Investment Group LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $210K |
| Q4 2025 | $266K |
| Q1 2026 | $273K |
| Q2 2026 | $806K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 21.7K | — | — |
| Q2 2026 | $806K | 20.2K | — | — |
| Q1 2026 | $273K | 8.7K | — | — |
| Q4 2025 | $266K | 6.6K | — | — |
| Q3 2025 | $210K | 4.1K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M