HB Wealth Management
SLDE icon

HB Wealth Management’s Slide Insurance Holdings SLDE Stock Holding History

HB Wealth Management’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.57M Sell
115,097
-28,340
-20% -$631K 0.01% 458
2026
Q2 		$2.78M Sell
143,437
-748,966
-84% -$13.6M 0.02% 389
2026
Q1 		$16.1M Sell
892,403
-183
-0% -$3.2K 0.1% 104
2025
Q4 		$17.4M Buy
892,586
+832,102
+1,376% +$13.9M 0.11% 99
2025
Q3 		$955K Buy
+60,484
New +$992K 0.01% 620

Other funds holding SLDE

First American Bank
First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

HB Wealth Management's SLDE Position: Q3 2026 in Review

HB Wealth Management reduced its Slide Insurance Holdings (SLDE) stake by 20% in Q3 2026, selling an estimated $631K and leaving 115,097 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #458.

HB Wealth Management first reported a position in SLDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.4M in Q4 2025. 37 funds tracked by Wall St. Rank hold SLDE as of Q3 2026.

  • HB Wealth Management held 115,097 shares of Slide Insurance Holdings worth $2.57M as of Q3 2026.
  • HB Wealth Management sold 28,340 Slide Insurance Holdings shares in Q3 2026, an estimated $631K.
  • Slide Insurance Holdings made up 0.01% of HB Wealth Management's portfolio in Q3 2026, its #458 holding.
  • HB Wealth Management first reported a position in Slide Insurance Holdings in Q3 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Slide Insurance Holdings position peaked at $17.4M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.