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Fiduciary Financial Group’s Harmonic Inc HLIT Stock Holding History

Fiduciary Financial Group’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33,152
Closed -$298K – 380
2026
Q1 		$298K Sell
33,152
-1,696
-5% -$16.8K 0.04% 272
2025
Q4 		$345K Buy
34,848
+449
+1% +$4.52K 0.05% 246
2025
Q3 		$350K Buy
+34,399
New +$324K 0.06% 223

Other funds holding HLIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Financial Group's HLIT Position: Q2 2026 in Review

Fiduciary Financial Group sold out of Harmonic Inc (HLIT) in Q2 2026, closing a stake of 33,152 shares — an estimated $298K sold.

Fiduciary Financial Group first reported a position in HLIT in Q3 2025 and held it in 3 quarters. The position peaked at $350K in Q3 2025. 259 funds tracked by Wall St. Rank hold HLIT as of Q2 2026.

  • Fiduciary Financial Group reported no remaining Harmonic Inc position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 33,152 Harmonic Inc shares in Q2 2026, an estimated $298K.
  • Fiduciary Financial Group first reported a position in Harmonic Inc in Q3 2025 and held it in 3 quarters.
  • Fiduciary Financial Group's Harmonic Inc position peaked at $350K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.