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Allworth Financial’s HUB Group HUBG Stock Holding History

Allworth Financial’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5K Sell
309
-26
-8% -$1.09K ﹤0.01% 3506
2026
Q1 		$12.1K Buy
335
+81
+32% +$3.42K ﹤0.01% 3380
2025
Q4 		$10.8K Buy
254
+16
+7% +$608 ﹤0.01% 3219
2025
Q3 		$8.2K Buy
238
+19
+9% +$678 ﹤0.01% 3265
2025
Q2 		$7.32K Buy
219
+30
+16% +$1.01K ﹤0.01% 3049
2025
Q1 		$6.32K Buy
189
+11
+6% +$459 ﹤0.01% 2634
2024
Q4 		$8.01K Buy
178
+31
+21% +$1.45K ﹤0.01% 2542
2024
Q3 		$6.68K Sell
147
-120
-45% -$5.32K ﹤0.01% 2439
2024
Q2 		$11.9K Buy
267
+111
+71% +$4.69K ﹤0.01% 2150
2024
Q1 		$6.74K Hold
156
– – ﹤0.01% 2276
2023
Q4 		$7.17K Buy
156
+32
+26% +$1.26K ﹤0.01% 2116
2023
Q3 		$4.87K Buy
124
+106
+589% +$4.35K ﹤0.01% 2117
2023
Q2 		$723 Hold
18
– – ﹤0.01% 2820
2023
Q1 		$756 Hold
18
– – ﹤0.01% 2761
2022
Q4 		$715 Hold
18
– – ﹤0.01% 2554
2022
Q3 		$1K Sell
18
-352
-95% -$13.4K ﹤0.01% 2403
2022
Q2 		$13K Buy
370
+32
+9% +$1.12K ﹤0.01% 1447
2022
Q1 		$13K Hold
338
– – ﹤0.01% 1404
2021
Q4 		$14K Hold
338
– – ﹤0.01% 1261
2021
Q3 		$12K Buy
+338
New +$11.4K ﹤0.01% 1222

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Allworth Financial's HUBG Position: Q2 2026 in Review

Allworth Financial reduced its HUB Group (HUBG) stake by 7.8% in Q2 2026, selling an estimated $1.09K and leaving 309 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Allworth Financial first reported a position in HUBG in Q3 2021 and has held it in 20 quarters since. The position peaked at $14K in Q4 2021. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Allworth Financial held 309 shares of HUB Group worth $13.5K as of Q2 2026.
  • Allworth Financial sold 26 HUB Group shares in Q2 2026, an estimated $1.09K.
  • HUB Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3506 holding.
  • Allworth Financial first reported a position in HUB Group in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's HUB Group position peaked at $14K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

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