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Allworth Financial’s HCI Group HCI Stock Holding History

Allworth Financial’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-536
Closed -$82.8K – 5269
2026
Q1 		$82.8K Buy
+536
New +$87.8K ﹤0.01% 1962
2025
Q4 		– Sell
-547
Closed -$105K – 5135
2025
Q3 		$105K Buy
547
+521
+2,004% +$82.5K ﹤0.01% 1659
2025
Q2 		$3.92K Buy
26
+21
+420% +$3.22K ﹤0.01% 3396
2025
Q1 		$715 Hold
5
– – ﹤0.01% 3578
2024
Q4 		$628 Sell
5
-55
-92% -$6.26K ﹤0.01% 3542
2024
Q3 		$6.43K Sell
60
-4
-6% -$379 ﹤0.01% 2458
2024
Q2 		$5.67K Buy
64
+10
+19% +$1.04K ﹤0.01% 2468
2024
Q1 		$6.27K Hold
54
– – ﹤0.01% 2312
2023
Q4 		$4.72K Hold
54
– – ﹤0.01% 2297
2023
Q3 		$2.93K Buy
54
+5
+10% +$284 ﹤0.01% 2363
2023
Q2 		$3.03K Hold
49
– – ﹤0.01% 2314
2023
Q1 		$2.63K Buy
+49
New +$2.46K ﹤0.01% 2295
2022
Q4 		– Sell
-252
Closed -$10K – 3084
2022
Q3 		$10K Buy
+252
New +$14.5K ﹤0.01% 1660

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allworth Financial's HCI Position: Q2 2026 in Review

Allworth Financial sold out of HCI Group (HCI) in Q2 2026, closing a stake of 536 shares — an estimated $82.8K sold.

Allworth Financial first reported a position in HCI in Q3 2022 and held it in 13 quarters. The position peaked at $105K in Q3 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Allworth Financial reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 536 HCI Group shares in Q2 2026, an estimated $82.8K.
  • Allworth Financial first reported a position in HCI Group in Q3 2022 and held it in 13 quarters.
  • Allworth Financial's HCI Group position peaked at $105K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.