FFA
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Founders Financial Alliance’s HubSpot HUBS Stock Holding History

Founders Financial Alliance’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-373
Closed -$208K – 717
2025
Q2 		$208K Sell
373
-41
-10% -$24K 0.05% 310
2025
Q1 		$237K Buy
+414
New +$290K 0.06% 300
2024
Q1 		– Sell
-426
Closed -$247K – 563
2023
Q4 		$247K Sell
426
-166
-28% -$79.9K 0.1% 207
2023
Q3 		$292K Sell
592
-17
-3% -$8.88K 0.13% 174
2023
Q2 		$324K Buy
609
+18
+3% +$8.44K 0.13% 170
2023
Q1 		$245K Buy
+591
New +$216K 0.12% 175
2020
Q4 		– Sell
-41
Closed -$12K – 803
2020
Q3 		$12K Buy
+41
New +$10.7K 0.01% 709

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return