KFI
HUBG icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return