JFS Wealth Advisors
HCI icon

JFS Wealth Advisors’s HCI Group HCI Stock Holding History

JFS Wealth Advisors’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
Q3 		$348 Hold
2
– – ﹤0.01% 1986
2026
Q2 		$351 Buy
+2
New +$315 ﹤0.01% 2033

Other funds holding HCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JFS Wealth Advisors's HCI Position: Q3 2026 in Review

JFS Wealth Advisors held its HCI Group (HCI) position steady in Q3 2026 at 2 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

JFS Wealth Advisors first reported a position in HCI in Q2 2026 and has held it in 2 quarters since. The position peaked at $351 in Q2 2026. 175 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • JFS Wealth Advisors held 2 shares of HCI Group worth $348 as of Q3 2026.
  • JFS Wealth Advisors left its HCI Group share count unchanged in Q3 2026.
  • HCI Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1986 holding.
  • JFS Wealth Advisors first reported a position in HCI Group in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's HCI Group position peaked at $351 in Q2 2026.
  • 175 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.