KAS
HCI icon

Kestra Advisory Services’s HCI Group HCI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-535
Closed -$103K – 3657
2025
Q4 		$103K Buy
+535
New +$101K ﹤0.01% 3400
2025
Q3 		– Sell
-3,474
Closed -$529K – 2953
2025
Q2 		$529K Buy
+3,474
New +$533K ﹤0.01% 1928
2025
Q1 		– Sell
-3,446
Closed -$402K – 2816
2024
Q4 		$402K Buy
+3,446
New +$392K ﹤0.01% 2025
2024
Q3 		– Sell
-3,376
Closed -$311K – 2638
2024
Q2 		$311K Buy
3,376
+14
+0.4% +$1.46K ﹤0.01% 2095
2024
Q1 		$390K Buy
+3,362
New +$330K ﹤0.01% 1824

Other funds holding HCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return