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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 – 2951
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 – 2637
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 $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's HCI Position: Q1 2026 in Review

Kestra Advisory Services sold out of HCI Group (HCI) in Q1 2026, closing a stake of 535 shares — an estimated $103K sold.

Kestra Advisory Services first reported a position in HCI in Q1 2024 and held it in 5 quarters. The position peaked at $529K in Q2 2025. 279 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Kestra Advisory Services reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 535 HCI Group shares in Q1 2026, an estimated $103K.
  • Kestra Advisory Services first reported a position in HCI Group in Q1 2024 and held it in 5 quarters.
  • Kestra Advisory Services's HCI Group position peaked at $529K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.