Key Financial Inc’s HUB Group HUBG Stock Holding History

Key Financial Inc’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	$7.53K	Hold	172	–	–	﹤0.01%	939
2026 Q1	$6.2K	Hold	172	–	–	﹤0.01%	989
2025 Q4	$7.33K	Hold	172	–	–	﹤0.01%	960
2025 Q3	$5.77K	Hold	172	–	–	﹤0.01%	1009
2025 Q2	$5.75K	Hold	172	–	–	﹤0.01%	1003
2025 Q1	$6.39K	Sell	172 -252	-59%	-$10.5K	﹤0.01%	932
2024 Q4	$18.9K	Hold	424	–	–	﹤0.01%	668
2024 Q3	$19.3K	Hold	424	–	–	﹤0.01%	656
2024 Q2	$18.3K	Hold	424	–	–	﹤0.01%	654
2024 Q1	$18.3K	Hold	424	–	–	﹤0.01%	629
2023 Q4	$19.5K	Hold	424	–	–	0.01%	597
2023 Q3	$16.6K	Hold	424	–	–	0.01%	605
2023 Q2	$17K	Buy	+424	New	+$16.4K	0.01%	605

Other funds holding HUBG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Key Financial Inc's HUBG Position: Q2 2026 in Review

Key Financial Inc held its HUB Group (HUBG) position steady in Q2 2026 at 172 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Key Financial Inc first reported a position in HUBG in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.5K in Q4 2023. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

Key Financial Inc held 172 shares of HUB Group worth $7.53K as of Q2 2026.
Key Financial Inc left its HUB Group share count unchanged in Q2 2026.
HUB Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #939 holding.
Key Financial Inc first reported a position in HUB Group in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's HUB Group position peaked at $19.5K in Q4 2023.
286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.