EF
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Empowered Funds’s HUB Group HUBG Stock Holding History

Empowered Funds’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
Q1 		$223K Buy
+6,191
New +$262K ﹤0.01% 1972
2024
Q1 		– Sell
-145,052
Closed -$6.67M – 1405
2023
Q4 		$6.67M Buy
145,052
+4,940
+4% +$194K 0.17% 153
2023
Q3 		$5.5M Buy
140,112
+21,470
+18% +$881K 0.16% 147
2023
Q2 		$4.76M Buy
118,642
+7,996
+7% +$309K 0.17% 143
2023
Q1 		$4.64M Buy
+110,646
New +$4.83M 0.27% 109

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return