IFP Advisors’s HUB Group HUBG Stock Holding History

IFP Advisors’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
2026 Q2	$613	Hold	14	–	–	﹤0.01%	4635
2026 Q1	$505	Hold	14	–	–	﹤0.01%	4416
2025 Q4	$597	Hold	14	–	–	﹤0.01%	4240
2025 Q3	$482	Buy	+14	New	+$500	﹤0.01%	4179
2025 Q2	–	Sell	-51	Closed	-$1.71K	–	3358
2025 Q1	$1.9K	Buy	51 +43	+538%	+$1.79K	﹤0.01%	3161
2024 Q4	$356	Buy	+8	New	+$373	﹤0.01%	3514
2023 Q1	–	Sell	-12	Closed	-$14K	–	3865
2022 Q4	$14K	Hold	12	–	–	﹤0.01%	3155
2022 Q3	$14K	Sell	12 -2	-14%	-$76	﹤0.01%	3393
2022 Q2	$14K	Hold	14	–	–	﹤0.01%	3144
2022 Q1	$14K	Buy	+14	New	+$559	﹤0.01%	3144
2018 Q3	–	Sell	-42	Closed	-$1K	–	3912
2018 Q2	$1K	Buy	+42	New	+$986	﹤0.01%	3731
2017 Q2	–	Sell	-122	Closed	-$3K	–	4141
2017 Q1	$3K	Hold	122	–	–	﹤0.01%	3525
2016 Q4	$3K	Hold	122	–	–	﹤0.01%	3520
2016 Q3	$2K	Buy	+122	New	+$2.48K	﹤0.01%	3579

Other funds holding HUBG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

IFP Advisors's HUBG Position: Q2 2026 in Review

IFP Advisors held its HUB Group (HUBG) position steady in Q2 2026 at 14 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

IFP Advisors first reported a position in HUBG in Q3 2016 and has held it in 14 quarters since. The position peaked at $14K in Q4 2022. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

IFP Advisors held 14 shares of HUB Group worth $613 as of Q2 2026.
IFP Advisors left its HUB Group share count unchanged in Q2 2026.
HUB Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4635 holding.
IFP Advisors first reported a position in HUB Group in Q3 2016 and has held it in 14 quarters since.
IFP Advisors's HUB Group position peaked at $14K in Q4 2022.
286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.