Pinnacle Wealth Planning Services
HUBG icon

Pinnacle Wealth Planning Services’s HUB Group HUBG Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$42.8K Sell
1,446
-365
-20% -$15K ﹤0.01% 1370
2026
Q2 		$79.3K Buy
1,811
+53
+3% +$2.22K 0.01% 997
2026
Q1 		$63.4K Sell
1,758
-107
-6% -$4.52K 0.01% 1059
2025
Q4 		$79.5K Buy
+1,865
New +$70.9K 0.01% 911
2021
Q1 		– Sell
-292
Closed -$8K – 1073
2020
Q4 		$8K Buy
+292
New +$7.9K ﹤0.01% 1467

Other funds holding HUBG

Dimensional Fund Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUBG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its HUB Group (HUBG) stake by 20% in Q3 2026, selling an estimated $15K and leaving 1,446 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Pinnacle Wealth Planning Services first reported a position in HUBG in Q4 2020 and has held it in 5 quarters since. The position peaked at $79.5K in Q4 2025. 76 funds tracked by Wall St. Rank hold HUBG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,446 shares of HUB Group worth $42.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 365 HUB Group shares in Q3 2026, an estimated $15K.
  • HUB Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1370 holding.
  • Pinnacle Wealth Planning Services first reported a position in HUB Group in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's HUB Group position peaked at $79.5K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held HUB Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.