Institute for Wealth Management’s HCI Group HCI Stock Holding History

Institute for Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.5K	Buy	+180	New	+$28.4K	﹤0.01%	1001

Other funds holding HCI

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Institute for Wealth Management's HCI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in HCI Group (HCI) in Q2 2026: 180 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

132 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Institute for Wealth Management held 180 shares of HCI Group worth $31.5K as of Q2 2026.
HCI Group was a new Institute for Wealth Management position in Q2 2026.
HCI Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1001 holding.
132 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.