Econ Financial Services
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Econ Financial Services’s Hilton Grand Vacations HGV Stock Holding History

Econ Financial Services’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-18,474
Closed -$967K – 100
2026
Q2 		$967K Buy
+18,474
New +$891K 0.45% 56

Other funds holding HGV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Econ Financial Services's HGV Position: Q3 2026 in Review

Econ Financial Services sold out of Hilton Grand Vacations (HGV) in Q3 2026, closing a stake of 18,474 shares — an estimated $967K sold.

Econ Financial Services first reported a position in HGV in Q2 2026 and held it in 1 quarter. The position peaked at $967K in Q2 2026. 141 funds tracked by Wall St. Rank hold HGV as of Q3 2026.

  • Econ Financial Services reported no remaining Hilton Grand Vacations position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 18,474 Hilton Grand Vacations shares in Q3 2026, an estimated $967K.
  • Econ Financial Services first reported a position in Hilton Grand Vacations in Q2 2026 and held it in 1 quarter.
  • Econ Financial Services's Hilton Grand Vacations position peaked at $967K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.