LPL Financial
HURC icon

LPL Financial’s Hurco Companies Inc HURC Stock Holding History

LPL Financial’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Sell
11,774
-1,907
-14% -$42.1K ﹤0.01% 5660
2026
Q2 		$313K Buy
13,681
+1,132
+9% +$20.4K ﹤0.01% 5415
2026
Q1 		$185K Buy
+12,549
New +$207K ﹤0.01% 5532

Other funds holding HURC

Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial's HURC Position: Q3 2026 in Review

LPL Financial reduced its Hurco Companies Inc (HURC) stake by 14% in Q3 2026, selling an estimated $42.1K and leaving 11,774 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #5660.

LPL Financial first reported a position in HURC in Q1 2026 and has held it in 3 quarters since. The position peaked at $313K in Q2 2026. 15 funds tracked by Wall St. Rank hold HURC as of Q3 2026.

  • LPL Financial held 11,774 shares of Hurco Companies Inc worth $255K as of Q3 2026.
  • LPL Financial sold 1,907 Hurco Companies Inc shares in Q3 2026, an estimated $42.1K.
  • Hurco Companies Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5660 holding.
  • LPL Financial first reported a position in Hurco Companies Inc in Q1 2026 and has held it in 3 quarters since.
  • LPL Financial's Hurco Companies Inc position peaked at $313K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.