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Action Point Financial Planning’s Herc Holdings HRI Stock Holding History

Action Point Financial Planning’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72K Buy
+20
New +$2.58K ﹤0.01% 2099

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's HRI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Herc Holdings (HRI) in Q2 2026: 20 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings.

334 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Action Point Financial Planning held 20 shares of Herc Holdings worth $2.72K as of Q2 2026.
  • Herc Holdings was a new Action Point Financial Planning position in Q2 2026.
  • Herc Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2099 holding.
  • 334 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.