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Global Financial Private Client’s HUB Group HUBG Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-9
Closed -$335 – 831
2025
Q1 		$335 Buy
9
+5
+125% +$208 ﹤0.01% 1413
2024
Q4 		$178 Buy
+4
New +$187 ﹤0.01% 1312

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Global Financial Private Client sold out of HUB Group (HUBG) in Q2 2025, closing a stake of 9 shares — an estimated $335 sold.

Global Financial Private Client first reported a position in HUBG in Q4 2024 and held it in 2 quarters. The position peaked at $335 in Q1 2025. 277 funds tracked by Wall St. Rank hold HUBG as of Q2 2025.

  • Global Financial Private Client reported no remaining HUB Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 HUB Group shares in Q2 2025, an estimated $335.
  • Global Financial Private Client first reported a position in HUB Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's HUB Group position peaked at $335 in Q1 2025.
  • 277 funds tracked by Wall St. Rank held HUB Group as of Q2 2025.

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