Larson Financial Group’s Herc Holdings HRI Stock Holding History

Larson Financial Group’s Portfolio HRI Stock Details HRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.84K	Buy	63 +5	+9%	+$750	﹤0.01%	2630
2026 Q2	$8.26K	Buy	58 +2	+4%	+$258	﹤0.01%	2526
2026 Q1	$5.62K	Sell	56 -38	-40%	-$5.42K	﹤0.01%	2542
2025 Q4	$14K	Sell	94 -82	-47%	-$11.2K	﹤0.01%	1927
2025 Q3	$20.6K	Buy	176 +24	+16%	+$3.1K	﹤0.01%	1628
2025 Q2	$20K	Sell	152 -157	-51%	-$19.1K	﹤0.01%	1491
2025 Q1	$41.5K	Buy	309 +293	+1,831%	+$49.9K	﹤0.01%	1097
2024 Q4	$3.03K	Buy	+16	New	+$3.23K	﹤0.01%	1785

Other funds holding HRI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's HRI Position: Q3 2026 in Review

Larson Financial Group increased its Herc Holdings (HRI) stake by 8.6% in Q3 2026, buying an estimated $750 and bringing the position to 63 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Larson Financial Group first reported a position in HRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $41.5K in Q1 2025. 230 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

Larson Financial Group held 63 shares of Herc Holdings worth $7.84K as of Q3 2026.
Larson Financial Group bought 5 Herc Holdings shares in Q3 2026, an estimated $750.
Herc Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2630 holding.
Larson Financial Group first reported a position in Herc Holdings in Q4 2024 and has held it in 8 quarters since.
Larson Financial Group's Herc Holdings position peaked at $41.5K in Q1 2025.
230 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.