Kestra Advisory Services
HUBG icon

Kestra Advisory Services’s HUB Group HUBG Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-544
Closed -$23.2K – 3687
2025
Q4 		$23.2K Buy
+544
New +$20.7K ﹤0.01% 4425

Other funds holding HUBG

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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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kestra Advisory Services sold out of HUB Group (HUBG) in Q1 2026, closing a stake of 544 shares — an estimated $23.2K sold.

Kestra Advisory Services first reported a position in HUBG in Q4 2025 and held it in 1 quarter. The position peaked at $23.2K in Q4 2025. 281 funds tracked by Wall St. Rank hold HUBG as of Q1 2026.

  • Kestra Advisory Services reported no remaining HUB Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 544 HUB Group shares in Q1 2026, an estimated $23.2K.
  • Kestra Advisory Services first reported a position in HUB Group in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's HUB Group position peaked at $23.2K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held HUB Group as of Q1 2026.

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