Retirement Guys Formula
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Retirement Guys Formula’s HCI Group HCI Stock Holding History

Retirement Guys Formula’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 		$257K Buy
1,476
+91
+7% +$16.6K 0.1% 146
2026
Q2 		$243K Buy
1,385
+38
+3% +$5.99K 0.09% 145
2026
Q1 		$208K Buy
+1,347
New +$221K 0.1% 144

Other funds holding HCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Guys Formula's HCI Position: Q3 2026 in Review

Retirement Guys Formula increased its HCI Group (HCI) stake by 6.6% in Q3 2026, buying an estimated $16.6K and bringing the position to 1,476 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #146.

Retirement Guys Formula first reported a position in HCI in Q1 2026 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • Retirement Guys Formula held 1,476 shares of HCI Group worth $257K as of Q3 2026.
  • Retirement Guys Formula bought 91 HCI Group shares in Q3 2026, an estimated $16.6K.
  • HCI Group made up 0.1% of Retirement Guys Formula's portfolio in Q3 2026, its #146 holding.
  • Retirement Guys Formula first reported a position in HCI Group in Q1 2026 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.