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Bay Harbor Wealth Management’s HUB Group HUBG Stock Holding History

Bay Harbor Wealth Management’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 		$482 Buy
11
+1
+10% +$42 ﹤0.01% 1075
2026
Q1 		$360 Buy
10
+3
+43% +$127 ﹤0.01% 1064
2025
Q4 		$298 Buy
7
+2
+40% +$76 ﹤0.01% 1033
2025
Q3 		$172 Buy
5
+3
+150% +$107 ﹤0.01% 1069
2025
Q2 		$66 Hold
2
– – ﹤0.01% 1162
2025
Q1 		$74 Buy
+2
New +$83 ﹤0.01% 938

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's HUBG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its HUB Group (HUBG) stake by 10% in Q2 2026, buying an estimated $42 and bringing the position to 11 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Bay Harbor Wealth Management first reported a position in HUBG in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Bay Harbor Wealth Management held 11 shares of HUB Group worth $482 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 HUB Group share in Q2 2026, an estimated $42.
  • HUB Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1075 holding.
  • Bay Harbor Wealth Management first reported a position in HUB Group in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.