Commonwealth Equity Services
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Commonwealth Equity Services’s HCI Group HCI Stock Holding History

Commonwealth Equity Services’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 		– Sell
-1,266
Closed -$243K – 4366
2025
Q4 		$243K Sell
1,266
-445
-26% -$83.8K ﹤0.01% 3821
2025
Q3 		$328K Buy
+1,711
New +$271K ﹤0.01% 3546
2014
Q1 		– Sell
-43,468
Closed -$2.33M – 2024
2013
Q4 		$2.33M Buy
+43,468
New +$1.99M 0.03% 445

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
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

Commonwealth Equity Services's HCI Position: Q1 2026 in Review

Commonwealth Equity Services sold out of HCI Group (HCI) in Q1 2026, closing a stake of 1,266 shares — an estimated $243K sold.

Commonwealth Equity Services first reported a position in HCI in Q4 2013 and held it in 3 quarters. The position peaked at $2.33M in Q4 2013. 278 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Commonwealth Equity Services reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,266 HCI Group shares in Q1 2026, an estimated $243K.
  • Commonwealth Equity Services first reported a position in HCI Group in Q4 2013 and held it in 3 quarters.
  • Commonwealth Equity Services's HCI Group position peaked at $2.33M in Q4 2013.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.