Prospera Financial Services’s HCI Group HCI Stock Holding History

Prospera Financial Services’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$289K	Buy	+1,463	New	+$266K	﹤0.01%	1280

Other funds holding HCI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Prospera Financial Services's HCI Position: Q3 2026 in Review

Prospera Financial Services opened a new position in HCI Group (HCI) in Q3 2026: 1,463 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #1280 among its holdings.

141 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

Prospera Financial Services held 1,463 shares of HCI Group worth $289K as of Q3 2026.
HCI Group was a new Prospera Financial Services position in Q3 2026.
HCI Group made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1280 holding.
141 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.