IFP Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

IFP Advisors’s Portfolio HUCK Stock Details HUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$67	Sell	20 -3	-13%	-$11	﹤0.01%	5030
2026 Q2	$72	Buy	23 +8	+53%	+$27	﹤0.01%	4995
2026 Q1	$46	Buy	15 +9	+150%	+$46	﹤0.01%	4839
2025 Q4	$51	Hold	6	–	–	﹤0.01%	4698
2025 Q3	$95	Buy	+6	New	+$93	﹤0.01%	4552
2025 Q2	–	Hold	0	–	–	–	4493
2025 Q1	–	Hold	0	–	–	–	3851
2024 Q4	–	Hold	0	–	–	–	4062
2023 Q4	–	Sell	-718	Closed	-$7.04K	–	3112
2023 Q3	$7.04K	Hold	718	–	–	﹤0.01%	2398
2023 Q2	$10.5K	Buy	+718	New	+$10.6K	﹤0.01%	2285
2022 Q4	–	Sell	-18	Closed	-$1K	–	4655
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	4532
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	4313
2022 Q1	$1K	Buy	+18	New	+$818	﹤0.01%	4313

Other funds holding HUCK

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFP Advisors's HUCK Position: Q3 2026 in Review

IFP Advisors reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 13% in Q3 2026, selling an estimated $11 and leaving 20 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #5030.

IFP Advisors first reported a position in HUCK in Q1 2022 and has held it in 10 quarters since. The position peaked at $10.5K in Q2 2023. 43 funds tracked by Wall St. Rank hold HUCK as of Q3 2026.

IFP Advisors held 20 shares of Huckleberry.ai, Inc. Class B Common Stock worth $67 as of Q3 2026.
IFP Advisors sold 3 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2026, an estimated $11.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5030 holding.
IFP Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2022 and has held it in 10 quarters since.
IFP Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $10.5K in Q2 2023.
43 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.