Shufro Rose & Co’s Herc Holdings HRI Stock Holding History

Shufro Rose & Co’s Portfolio HRI Stock Details HRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$550K	Hold	3,840	–	–	0.03%	181
2026 Q1	$382K	Buy	+3,840	New	+$548K	0.03%	211
2025 Q4	–	Sell	-3,800	Closed	-$443K	–	320
2025 Q3	$443K	Buy	+3,800	New	+$490K	0.04%	197

Other funds holding HRI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shufro Rose & Co's HRI Position: Q2 2026 in Review

Shufro Rose & Co held its Herc Holdings (HRI) position steady in Q2 2026 at 3,840 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #181.

Shufro Rose & Co first reported a position in HRI in Q3 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Shufro Rose & Co held 3,840 shares of Herc Holdings worth $550K as of Q2 2026.
Shufro Rose & Co left its Herc Holdings share count unchanged in Q2 2026.
Herc Holdings made up 0.03% of Shufro Rose & Co's portfolio in Q2 2026, its #181 holding.
Shufro Rose & Co first reported a position in Herc Holdings in Q3 2025 and has held it in 3 quarters since.
337 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.