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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
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 +$7.91K ﹤0.01% 1467

Other funds holding HUBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's HUBG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its HUB Group (HUBG) stake by 3% in Q2 2026, buying an estimated $2.22K and bringing the position to 1,811 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #997.

Pinnacle Wealth Planning Services first reported a position in HUBG in Q4 2020 and has held it in 4 quarters since. The position peaked at $79.5K in Q4 2025. 287 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,811 shares of HUB Group worth $79.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 53 HUB Group shares in Q2 2026, an estimated $2.22K.
  • HUB Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #997 holding.
  • Pinnacle Wealth Planning Services first reported a position in HUB Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's HUB Group position peaked at $79.5K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.