Bard Financial Services’s Hubbell HUBB Stock Holding History

Bard Financial Services’s Portfolio HUBB Stock Details HUBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.18M	Hold	2,750	–	–	0.13%	115
2025 Q2	$1.12M	Hold	2,750	–	–	0.13%	113
2025 Q1	$910K	Hold	2,750	–	–	0.11%	120
2024 Q4	$1.15M	Hold	2,750	–	–	0.14%	105
2024 Q3	$1.18M	Sell	2,750 -5,000	-65%	-$1.92M	0.14%	107
2024 Q2	$2.83M	Hold	7,750	–	–	0.29%	70
2024 Q1	$3.22M	Hold	7,750	–	–	0.34%	68
2023 Q4	$2.55M	Hold	7,750	–	–	0.29%	76
2023 Q3	$2.43M	Hold	7,750	–	–	0.3%	74
2023 Q2	$2.57M	Hold	7,750	–	–	0.19%	105
2023 Q1	$1.89M	Hold	7,750	–	–	0.15%	121
2022 Q4	$1.82M	Hold	7,750	–	–	0.15%	120
2022 Q3	$1.73M	Hold	7,750	–	–	0.16%	117
2022 Q2	$1.38M	Hold	7,750	–	–	0.13%	129
2022 Q1	$1.42M	Hold	7,750	–	–	0.12%	126
2021 Q4	$1.61M	Hold	7,750	–	–	0.13%	120
2021 Q3	$1.4M	Hold	7,750	–	–	0.12%	127
2021 Q2	$1.45M	Hold	7,750	–	–	0.13%	123
2021 Q1	$1.45M	Hold	7,750	–	–	0.14%	118
2020 Q4	$1.22M	Buy	+7,750	New	+$1.19M	0.12%	124

Other funds holding HUBB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bard Financial Services's HUBB Position: Q3 2025 in Review

Bard Financial Services held its Hubbell (HUBB) position steady in Q3 2025 at 2,750 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #115.

Bard Financial Services first reported a position in HUBB in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.22M in Q1 2024. 899 funds tracked by Wall St. Rank hold HUBB as of Q3 2025.

Bard Financial Services held 2,750 shares of Hubbell worth $1.18M as of Q3 2025.
Bard Financial Services left its Hubbell share count unchanged in Q3 2025.
Hubbell made up 0.13% of Bard Financial Services's portfolio in Q3 2025, its #115 holding.
Bard Financial Services first reported a position in Hubbell in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Hubbell position peaked at $3.22M in Q1 2024.
899 funds tracked by Wall St. Rank held Hubbell as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.