Root Financial Partners
HUBG icon

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
Q3 		$8.05K Buy
+272
New +$11.2K ﹤0.01% 2021
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

Root Financial Partners's HUBG Position: Q3 2026 in Review

Root Financial Partners opened a new position in HUB Group (HUBG) in Q3 2026: 272 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #2021 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HUBG as recently as Q1 2026.

Root Financial Partners first reported a position in HUBG in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.33K in Q4 2025. 53 funds tracked by Wall St. Rank hold HUBG as of Q3 2026.

  • Root Financial Partners held 272 shares of HUB Group worth $8.05K as of Q3 2026.
  • HUB Group was a new Root Financial Partners position in Q3 2026.
  • HUB Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2021 holding.
  • Root Financial Partners first reported a position in HUB Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's HUB Group position peaked at $9.33K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held HUB Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.