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 Q2	$351	Buy	+2	New	+$315	﹤0.01%	2033

Other funds holding HCI

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

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

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

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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

JFS Wealth Advisors's HCI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in HCI Group (HCI) in Q2 2026: 2 shares worth $351. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings.

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

JFS Wealth Advisors held 2 shares of HCI Group worth $351 as of Q2 2026.
HCI Group was a new JFS Wealth Advisors position in Q2 2026.
HCI Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2033 holding.
63 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.