First Citizens Bank & Trust’s HUB Group HUBG Stock Holding History

First Citizens Bank & Trust’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 Q2	$458K	Buy	10,462 +260	+3%	+$10.9K	0.01%	482
2026 Q1	$368K	Sell	10,202 -663	-6%	-$28K	0.01%	510
2025 Q4	$463K	Buy	10,865 +94	+0.9%	+$3.57K	0.01%	456
2025 Q3	$371K	Sell	10,771 -612	-5%	-$21.8K	0.01%	501
2025 Q2	$381K	Buy	+11,383	New	+$382K	0.01%	492
2022 Q2	–	Sell	-5,380	Closed	-$208K	–	422
2022 Q1	$208K	Sell	5,380 -70	-1%	-$2.8K	0.01%	408
2021 Q4	$230K	Sell	5,450 -408	-7%	-$16.2K	0.01%	379
2021 Q3	$201K	Buy	+5,858	New	+$197K	0.01%	404
2020 Q4	–	Sell	-8,674	Closed	-$218K	–	389
2020 Q3	$218K	Sell	8,674 -396	-4%	-$10.2K	0.02%	328
2020 Q2	$217K	Buy	+9,070	New	+$209K	0.02%	340

Other funds holding HUBG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return