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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

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

JFS Wealth Advisors increased its HUB Group (HUBG) stake by 13% in Q2 2026, buying an estimated $294 and bringing the position to 61 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

JFS Wealth Advisors first reported a position in HUBG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3K in Q2 2022. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • JFS Wealth Advisors held 61 shares of HUB Group worth $2.67K as of Q2 2026.
  • JFS Wealth Advisors bought 7 HUB Group shares in Q2 2026, an estimated $294.
  • HUB Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1514 holding.
  • JFS Wealth Advisors first reported a position in HUB Group in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's HUB Group position peaked at $3K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

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