AF
HUBG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return