LPL Financial’s HUB Group HUBG Stock Holding History

LPL Financial’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
2025 Q1	–	Sell	-4,688	Closed	-$209K	–	5435
2024 Q4	$209K	Sell	4,688 -1,519	-24%	-$70.9K	﹤0.01%	4787
2024 Q3	$282K	Sell	6,207 -3,880	-38%	-$172K	﹤0.01%	4486
2024 Q2	$434K	Buy	+10,087	New	+$426K	﹤0.01%	3980
2015 Q3	–	Sell	-12,648	Closed	-$250K	–	2836
2015 Q2	$250K	Sell	12,648 -156	-1%	-$3.19K	﹤0.01%	2451
2015 Q1	$247K	Sell	12,804 -1,446	-10%	-$27.2K	﹤0.01%	2399
2014 Q4	$271K	Sell	14,250 -1,658	-10%	-$30.8K	﹤0.01%	2258
2014 Q3	$317K	Sell	15,908 -368	-2%	-$8.38K	﹤0.01%	2120
2014 Q2	$410K	Sell	16,276 -676	-4%	-$15.4K	﹤0.01%	1952
2014 Q1	$339K	Sell	16,952 -114	-0.7%	-$2.31K	﹤0.01%	2052
2013 Q4	$340K	Sell	17,066 -2,144	-11%	-$40.1K	﹤0.01%	2022
2013 Q3	$338K	Sell	19,210 -96	-0.5%	-$1.82K	﹤0.01%	1921
2013 Q2	$352K	Buy	+19,306	New	+$358K	﹤0.01%	1790

Other funds holding HUBG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's HUBG Position: Q1 2025 in Review

LPL Financial sold out of HUB Group (HUBG) in Q1 2025, closing a stake of 4,688 shares — an estimated $209K sold.

LPL Financial first reported a position in HUBG in Q2 2013 and held it in 12 quarters. The position peaked at $434K in Q2 2024. 269 funds tracked by Wall St. Rank hold HUBG as of Q1 2025.

LPL Financial reported no remaining HUB Group position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 4,688 HUB Group shares in Q1 2025, an estimated $209K.
LPL Financial first reported a position in HUB Group in Q2 2013 and held it in 12 quarters.
LPL Financial's HUB Group position peaked at $434K in Q2 2024.
269 funds tracked by Wall St. Rank held HUB Group as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.