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Kestra Private Wealth Services’s HCI Group HCI Stock Holding History

Kestra Private Wealth 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
Q2 		$546K Sell
3,115
-19
-0.6% -$2.99K 0.01% 1186
2026
Q1 		$479K Buy
+3,134
New +$513K 0.01% 1232
2024
Q3 		– Sell
-2,821
Closed -$260K – 1411
2024
Q2 		$260K Buy
+2,821
New +$294K 0.01% 1101

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kestra Private Wealth Services's HCI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its HCI Group (HCI) stake by 0.61% in Q2 2026, selling an estimated $2.99K and leaving 3,115 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #1186.

Kestra Private Wealth Services first reported a position in HCI in Q2 2024 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Kestra Private Wealth Services held 3,115 shares of HCI Group worth $546K as of Q2 2026.
  • Kestra Private Wealth Services sold 19 HCI Group shares in Q2 2026, an estimated $2.99K.
  • HCI Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1186 holding.
  • Kestra Private Wealth Services first reported a position in HCI Group in Q2 2024 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.