JFS Wealth Advisors’s Herc Holdings HRI Stock Holding History

JFS Wealth Advisors’s Portfolio HRI Stock Details HRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15K	Buy	22 +1	+5%	+$129	﹤0.01%	1457
2026 Q1	$2.09K	Sell	21 -9	-30%	-$1.28K	﹤0.01%	1493
2025 Q4	$4.45K	Buy	30 +6	+25%	+$823	﹤0.01%	1286
2025 Q3	$2.8K	Sell	24 -1	-4%	-$129	﹤0.01%	1342
2025 Q2	$3.29K	Buy	25 +1	+4%	+$121	﹤0.01%	1234
2025 Q1	$3.22K	Hold	24	–	–	﹤0.01%	1289
2024 Q4	$4.54K	Hold	24	–	–	﹤0.01%	1159
2024 Q3	$3.83K	Buy	24 +1	+4%	+$142	﹤0.01%	1221
2024 Q2	$3.07K	Hold	23	–	–	﹤0.01%	1262
2024 Q1	$3.87K	Hold	23	–	–	﹤0.01%	1189
2023 Q4	$3.42K	Buy	23 +4	+21%	+$490	﹤0.01%	1211
2023 Q3	$2.26K	Hold	19	–	–	﹤0.01%	1315
2023 Q2	$2.6K	Hold	19	–	–	﹤0.01%	1285
2023 Q1	$2.17K	Sell	19 -5	-21%	-$689	﹤0.01%	1330
2022 Q4	$3.16K	Buy	24 +1	+4%	+$123	﹤0.01%	1187
2022 Q3	$2K	Buy	23 +13	+130%	+$1.45K	﹤0.01%	1333
2022 Q2	$1K	Sell	10 -10	-50%	-$1.2K	﹤0.01%	1547
2022 Q1	$3K	Buy	20 +11	+122%	+$1.74K	﹤0.01%	1253
2021 Q4	$1K	Buy	+9	New	+$1.59K	﹤0.01%	1398

Other funds holding HRI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

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

JFS Wealth Advisors increased its Herc Holdings (HRI) stake by 4.8% in Q2 2026, buying an estimated $129 and bringing the position to 22 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

JFS Wealth Advisors first reported a position in HRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.54K in Q4 2024. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

JFS Wealth Advisors held 22 shares of Herc Holdings worth $3.15K as of Q2 2026.
JFS Wealth Advisors bought 1 Herc Holdings share in Q2 2026, an estimated $129.
Herc Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1457 holding.
JFS Wealth Advisors first reported a position in Herc Holdings in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Herc Holdings position peaked at $4.54K in Q4 2024.
337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

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