RFG Advisory
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RFG Advisory’s Hims & Hers Health HIMS Stock Holding History

RFG Advisory’s Portfolio HIMS Stock Details HIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$303K Buy
+10,185
New +$313K ﹤0.01% 1007
2026
Q1 		– Sell
-79,081
Closed -$2.57M – 1077
2025
Q4 		$2.57M Buy
79,081
+62,316
+372% +$2.67M 0.05% 280
2025
Q3 		$951K Sell
16,765
-941
-5% -$48.2K 0.02% 502
2025
Q2 		$883K Buy
17,706
+3,249
+22% +$147K 0.02% 466
2025
Q1 		$427K Buy
+14,457
New +$537K 0.01% 610

Other funds holding HIMS

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
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Greenfield Seitz Capital Management
Greenfield Seitz Capital Management Dallas, Texas $346M AUM 27.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory's HIMS Position: Q3 2026 in Review

RFG Advisory opened a new position in Hims & Hers Health (HIMS) in Q3 2026: 10,185 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: RFG Advisory previously reported a position in HIMS as recently as Q4 2025.

RFG Advisory first reported a position in HIMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q4 2025. 209 funds tracked by Wall St. Rank hold HIMS as of Q3 2026.

  • RFG Advisory held 10,185 shares of Hims & Hers Health worth $303K as of Q3 2026.
  • Hims & Hers Health was a new RFG Advisory position in Q3 2026.
  • Hims & Hers Health made up ﹤0.01% of RFG Advisory's portfolio in Q3 2026, its #1007 holding.
  • RFG Advisory first reported a position in Hims & Hers Health in Q1 2025 and has held it in 5 quarters since.
  • RFG Advisory's Hims & Hers Health position peaked at $2.57M in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Hims & Hers Health as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.