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Root Financial Partners’s HUB Group HUBG Stock Holding History

Root Financial Partners’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 		– Sell
-247
Closed -$8.9K – 1662
2026
Q1 		$8.9K Buy
247
+28
+13% +$1.18K ﹤0.01% 1728
2025
Q4 		$9.33K Buy
219
+27
+14% +$1.03K ﹤0.01% 1522
2025
Q3 		$6.61K Buy
+192
New +$6.85K ﹤0.01% 1614

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

Root Financial Partners's HUBG Position: Q2 2026 in Review

Root Financial Partners sold out of HUB Group (HUBG) in Q2 2026, closing a stake of 247 shares — an estimated $8.9K sold.

Root Financial Partners first reported a position in HUBG in Q3 2025 and held it in 3 quarters. The position peaked at $9.33K in Q4 2025. 286 funds tracked by Wall St. Rank hold HUBG as of Q2 2026.

  • Root Financial Partners reported no remaining HUB Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 247 HUB Group shares in Q2 2026, an estimated $8.9K.
  • Root Financial Partners first reported a position in HUB Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HUB Group position peaked at $9.33K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held HUB Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.