Covestor
HUBG icon

Covestor’s HUB Group HUBG Stock Holding History

Covestor’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
Q3 		$33K Sell
1,104
-679
-38% -$28K 0.02% 916
2026
Q2 		$78K Buy
1,783
+678
+61% +$28.4K 0.05% 511
2026
Q1 		$40K Sell
1,105
-1,170
-51% -$49.4K 0.03% 826
2025
Q4 		$97K Sell
2,275
-411
-15% -$15.6K 0.05% 597
2025
Q3 		$93K Buy
2,686
+491
+22% +$17.5K 0.05% 612
2025
Q2 		$73K Buy
2,195
+289
+15% +$9.7K 0.04% 724
2025
Q1 		$71K Sell
1,906
-224
-11% -$9.34K 0.05% 680
2024
Q4 		$95K Buy
2,130
+124
+6% +$5.79K 0.06% 558
2024
Q3 		$91K Sell
2,006
-101
-5% -$4.48K 0.06% 578
2024
Q2 		$91K Buy
2,107
+498
+31% +$21K 0.06% 552
2024
Q1 		$70K Sell
1,609
-733
-31% -$32.1K 0.04% 744
2023
Q4 		$108K Sell
2,342
-1,922
-45% -$75.5K 0.07% 447
2023
Q3 		$168K Sell
4,264
-654
-13% -$26.8K 0.13% 170
2023
Q2 		$198K Sell
4,918
-112
-2% -$4.33K 0.15% 120
2023
Q1 		$211K Buy
5,030
+416
+9% +$18.1K 0.18% 91
2022
Q4 		$183K Buy
4,614
+572
+14% +$22.3K 0.15% 142
2022
Q3 		$139K Buy
4,042
+3,878
+2,365% +$148K 0.12% 196
2022
Q2 		$6K Buy
164
+80
+95% +$2.8K ﹤0.01% 1360
2022
Q1 		$3K Sell
84
-16
-16% -$639 ﹤0.01% 1608
2021
Q4 		$4K Buy
+100
New +$3.98K 0.01% 1393

Other funds holding HUBG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Covestor's HUBG Position: Q3 2026 in Review

Covestor reduced its HUB Group (HUBG) stake by 38% in Q3 2026, selling an estimated $28K and leaving 1,104 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #916.

Covestor first reported a position in HUBG in Q4 2021 and has held it in 20 quarters since. The position peaked at $211K in Q1 2023. 82 funds tracked by Wall St. Rank hold HUBG as of Q3 2026.

  • Covestor held 1,104 shares of HUB Group worth $33K as of Q3 2026.
  • Covestor sold 679 HUB Group shares in Q3 2026, an estimated $28K.
  • HUB Group made up 0.02% of Covestor's portfolio in Q3 2026, its #916 holding.
  • Covestor first reported a position in HUB Group in Q4 2021 and has held it in 20 quarters since.
  • Covestor's HUB Group position peaked at $211K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held HUB Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.