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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return