Global Retirement Partners’s HUB Group HUBG Stock Holding History

Global Retirement Partners’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 Q4	$426	Buy	+10	New	+$380	﹤0.01%	4025
2024 Q4	$446	Sell	10 -18	-64%	-$840	﹤0.01%	3420
2024 Q3	$1.27K	Sell	28 -22	-44%	-$975	﹤0.01%	3081
2024 Q2	$2.15K	Buy	50 +4	+9%	+$169	﹤0.01%	2943
2024 Q1	$1.99K	Hold	46	–	–	﹤0.01%	2758
2023 Q4	$2.01K	Buy	46 +4	+10%	+$157	﹤0.01%	2668
2023 Q3	$1.66K	Hold	42	–	–	﹤0.01%	2601
2023 Q2	$1.69K	Sell	42 -8	-16%	-$309	﹤0.01%	2608
2023 Q1	$1.85K	Sell	50 -8	-14%	-$349	﹤0.01%	2535
2022 Q4	$2.31K	Hold	58	–	–	﹤0.01%	2303
2022 Q3	$2K	Sell	58 -186	-76%	-$7.11K	﹤0.01%	2248
2022 Q2	$9K	Buy	244 +8	+3%	+$280	﹤0.01%	1678
2022 Q1	$8K	Buy	+236	New	+$9.43K	﹤0.01%	1709

Other funds holding HUBG

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return