Financial Consulate’s Herc Holdings HRI Stock Holding History

Financial Consulate’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 Q3	$250	Buy	+2	New	+$300	﹤0.01%	1629

Other funds holding HRI

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Financial Consulate's HRI Position: Q3 2026 in Review

Financial Consulate opened a new position in Herc Holdings (HRI) in Q3 2026: 2 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings.

54 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

Financial Consulate held 2 shares of Herc Holdings worth $250 as of Q3 2026.
Herc Holdings was a new Financial Consulate position in Q3 2026.
Herc Holdings made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1629 holding.
54 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.