HF
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HRT Financial’s Heritage Global HGBL Stock Holding History

HRT Financial’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,726
Closed -$13K – 4171
2025
Q4 		$13K Buy
+10,726
New +$14.9K ﹤0.01% 3030

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $454M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM

HRT Financial's HGBL Position: Q1 2026 in Review

HRT Financial sold out of Heritage Global (HGBL) in Q1 2026, closing a stake of 10,726 shares — an estimated $13K sold.

HRT Financial first reported a position in HGBL in Q4 2025 and held it in 1 quarter. The position peaked at $13K in Q4 2025. 38 funds tracked by Wall St. Rank hold HGBL as of Q1 2026.

  • HRT Financial reported no remaining Heritage Global position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 10,726 Heritage Global shares in Q1 2026, an estimated $13K.
  • HRT Financial first reported a position in Heritage Global in Q4 2025 and held it in 1 quarter.
  • HRT Financial's Heritage Global position peaked at $13K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.