Global Financial Private Client’s HCI Group HCI Stock Holding History

Global Financial Private Client’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Hold	6,956	–	–	0.33%	88
2026 Q1	$1.08M	Hold	6,956	–	–	0.35%	87
2025 Q4	$1.33M	Hold	6,956	–	–	0.47%	64
2025 Q3	$1.34M	Hold	6,956	–	–	0.48%	61
2025 Q2	$1.06M	Sell	6,956 -1	-0%	-$154	0.4%	76
2025 Q1	$1.04M	Hold	6,957	–	–	0.4%	69
2024 Q4	$811K	Hold	6,957	–	–	0.3%	88
2024 Q3	$745K	Hold	6,957	–	–	0.29%	95
2024 Q2	$641K	Hold	6,957	–	–	0.27%	102
2024 Q1	$801K	Hold	6,957	–	–	0.34%	81
2023 Q4	$608K	Hold	6,957	–	–	0.28%	97
2023 Q3	$376K	Hold	6,957	–	–	0.19%	123
2023 Q2	$431K	Hold	6,957	–	–	0.21%	114
2023 Q1	$372K	Hold	6,957	–	–	0.19%	115
2022 Q4	$275K	Hold	6,957	–	–	0.15%	117
2022 Q3	$268K	Hold	6,957	–	–	0.15%	118
2022 Q2	$481K	Hold	6,957	–	–	0.27%	84
2022 Q1	$486K	Buy	6,957 +6,900	+12,105%	+$472K	0.24%	93
2021 Q4	$4.76K	Buy	+57	New	+$6.65K	﹤0.01%	457

Other funds holding HCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Financial Private Client's HCI Position: Q2 2026 in Review

Global Financial Private Client held its HCI Group (HCI) position steady in Q2 2026 at 6,956 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #88.

Global Financial Private Client first reported a position in HCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q3 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Global Financial Private Client held 6,956 shares of HCI Group worth $1.22M as of Q2 2026.
Global Financial Private Client left its HCI Group share count unchanged in Q2 2026.
HCI Group made up 0.33% of Global Financial Private Client's portfolio in Q2 2026, its #88 holding.
Global Financial Private Client first reported a position in HCI Group in Q4 2021 and has held it in 19 quarters since.
Global Financial Private Client's HCI Group position peaked at $1.34M in Q3 2025.
288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.