Larson Financial Group’s HUB Group HUBG Stock Holding History

Larson Financial Group’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	$2.75K	Sell	76 -251	-77%	-$10.6K	﹤0.01%	2863
2025 Q4	$13.9K	Buy	+327	New	+$12.4K	﹤0.01%	1932
2025 Q3	–	Sell	-9	Closed	-$321	–	3407
2025 Q2	$301	Buy	9 +6	+200%	+$201	﹤0.01%	2974
2025 Q1	$112	Hold	3	–	–	﹤0.01%	2891
2024 Q4	$134	Hold	3	–	–	﹤0.01%	2547
2024 Q3	$136	Hold	3	–	–	﹤0.01%	2471
2024 Q2	$129	Buy	+3	New	+$127	﹤0.01%	2193
2021 Q4	–	Sell	-148	Closed	-$5K	–	1119
2021 Q3	$5K	Buy	148 +62	+72%	+$2.08K	﹤0.01%	683
2021 Q2	$3K	Buy	+86	New	+$2.93K	﹤0.01%	686

Other funds holding HUBG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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