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Fiduciary Financial Group’s Herc Holdings HRI Stock Holding History

Fiduciary Financial Group’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,353
Closed -$234K – 382
2026
Q1 		$234K Buy
2,353
+81
+4% +$11.6K 0.03% 319
2025
Q4 		$337K Buy
+2,272
New +$311K 0.05% 247

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fiduciary Financial Group sold out of Herc Holdings (HRI) in Q2 2026, closing a stake of 2,353 shares — an estimated $234K sold.

Fiduciary Financial Group first reported a position in HRI in Q4 2025 and held it in 2 quarters. The position peaked at $337K in Q4 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Fiduciary Financial Group reported no remaining Herc Holdings position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Financial Group sold 2,353 Herc Holdings shares in Q2 2026, an estimated $234K.
  • Fiduciary Financial Group first reported a position in Herc Holdings in Q4 2025 and held it in 2 quarters.
  • Fiduciary Financial Group's Herc Holdings position peaked at $337K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

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