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 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 $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return