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Global Financial Private Client’s Herc Holdings HRI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$537 – 823
2025
Q1 		$537 Buy
4
+2
+100% +$341 ﹤0.01% 1250
2024
Q4 		$379 Buy
+2
New +$403 ﹤0.01% 1042

Other funds holding HRI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's HRI Position: Q2 2025 in Review

Global Financial Private Client sold out of Herc Holdings (HRI) in Q2 2025, closing a stake of 4 shares — an estimated $537 sold.

Global Financial Private Client first reported a position in HRI in Q4 2024 and held it in 2 quarters. The position peaked at $537 in Q1 2025. 299 funds tracked by Wall St. Rank hold HRI as of Q2 2025.

  • Global Financial Private Client reported no remaining Herc Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Herc Holdings shares in Q2 2025, an estimated $537.
  • Global Financial Private Client first reported a position in Herc Holdings in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Herc Holdings position peaked at $537 in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.