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Hughes Financial Services’s Herc Holdings HRI Stock Holding History

Hughes Financial Services’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
2026
Q2 		$430 Buy
3
+2
+200% +$258 ﹤0.01% 1139
2026
Q1 		$100 Sell
1
-5
-83% -$713 ﹤0.01% 1287
2025
Q4 		$890 Hold
6
– – ﹤0.01% 744
2025
Q3 		$843 Hold
6
– – ﹤0.01% 762
2025
Q2 		$697 Buy
+6
New +$728 ﹤0.01% 810

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hughes Financial Services's HRI Position: Q2 2026 in Review

Hughes Financial Services increased its Herc Holdings (HRI) stake by 200% in Q2 2026, buying an estimated $258 and bringing the position to 3 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Hughes Financial Services first reported a position in HRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $890 in Q4 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Hughes Financial Services held 3 shares of Herc Holdings worth $430 as of Q2 2026.
  • Hughes Financial Services bought 2 Herc Holdings shares in Q2 2026, an estimated $258.
  • Herc Holdings made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1139 holding.
  • Hughes Financial Services first reported a position in Herc Holdings in Q2 2025 and has held it in 5 quarters since.
  • Hughes Financial Services's Herc Holdings position peaked at $890 in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.