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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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's HRI Position: Q2 2026 in Review

Larson Financial Group increased its Herc Holdings (HRI) stake by 3.6% in Q2 2026, buying an estimated $258 and bringing the position to 58 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Larson Financial Group first reported a position in HRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.5K in Q1 2025. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Larson Financial Group held 58 shares of Herc Holdings worth $8.26K as of Q2 2026.
  • Larson Financial Group bought 2 Herc Holdings shares in Q2 2026, an estimated $258.
  • Herc Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2526 holding.
  • Larson Financial Group first reported a position in Herc Holdings in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Herc Holdings position peaked at $41.5K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.