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EP Wealth Advisors’s HUB Group HUBG Stock Holding History

EP Wealth Advisors’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 		– Sell
-5,100
Closed -$217K – 1540
2025
Q4 		$217K Buy
+5,100
New +$194K ﹤0.01% 1344
2025
Q2 		– Sell
-5,785
Closed -$215K – 1446
2025
Q1 		$215K Buy
5,785
+776
+15% +$32.3K ﹤0.01% 1101
2024
Q4 		$223K Buy
+5,009
New +$234K ﹤0.01% 1020

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's HUBG Position: Q1 2026 in Review

EP Wealth Advisors sold out of HUB Group (HUBG) in Q1 2026, closing a stake of 5,100 shares — an estimated $217K sold.

EP Wealth Advisors first reported a position in HUBG in Q4 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 281 funds tracked by Wall St. Rank hold HUBG as of Q1 2026.

  • EP Wealth Advisors reported no remaining HUB Group position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,100 HUB Group shares in Q1 2026, an estimated $217K.
  • EP Wealth Advisors first reported a position in HUB Group in Q4 2024 and held it in 3 quarters.
  • EP Wealth Advisors's HUB Group position peaked at $223K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held HUB Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.