JFS Wealth Advisors’s HUB Group HUBG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67K	Buy	61 +7	+13%	+$294	﹤0.01%	1514
2026 Q1	$1.95K	Buy	54 +5	+10%	+$211	﹤0.01%	1512
2025 Q4	$2.09K	Buy	49 +21	+75%	+$798	﹤0.01%	1537
2025 Q3	$965	Buy	28 +15	+115%	+$535	﹤0.01%	1638
2025 Q2	$435	Sell	13 -35	-73%	-$1.17K	﹤0.01%	1718
2025 Q1	$1.78K	Sell	48 -8	-14%	-$333	﹤0.01%	1505
2024 Q4	$2.5K	Hold	56	–	–	﹤0.01%	1386
2024 Q3	$2.55K	Buy	56 +10	+22%	+$443	﹤0.01%	1386
2024 Q2	$1.98K	Hold	46	–	–	﹤0.01%	1435
2024 Q1	$1.99K	Hold	46	–	–	﹤0.01%	1442
2023 Q4	$2.12K	Sell	46 -20	-30%	-$786	﹤0.01%	1404
2023 Q3	$2.59K	Hold	66	–	–	﹤0.01%	1260
2023 Q2	$2.65K	Hold	66	–	–	﹤0.01%	1278
2023 Q1	$2.77K	Buy	66 +6	+10%	+$262	﹤0.01%	1234
2022 Q4	$2.38K	Buy	60 +10	+20%	+$391	﹤0.01%	1304
2022 Q3	$2K	Sell	50 -36	-42%	-$1.38K	﹤0.01%	1335
2022 Q2	$3K	Buy	86 +28	+48%	+$981	﹤0.01%	1187
2022 Q1	$2K	Buy	58 +34	+142%	+$1.36K	﹤0.01%	1427
2021 Q4	$1K	Buy	+24	New	+$955	﹤0.01%	1400

Other funds holding HUBG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return