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Sound Income Strategies’s HCI Group HCI Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-18
Closed -$2.78K – 1278
2026
Q1 		$2.78K Hold
18
– – ﹤0.01% 2059
2025
Q4 		$3.17K Buy
+18
New +$3.39K ﹤0.01% 1998

Other funds holding HCI

BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Sound Income Strategies's HCI Position: Q2 2026 in Review

Sound Income Strategies sold out of HCI Group (HCI) in Q2 2026, closing a stake of 18 shares — an estimated $2.78K sold.

Sound Income Strategies first reported a position in HCI in Q4 2025 and held it in 2 quarters. The position peaked at $3.17K in Q4 2025. 59 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Sound Income Strategies reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 18 HCI Group shares in Q2 2026, an estimated $2.78K.
  • Sound Income Strategies first reported a position in HCI Group in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's HCI Group position peaked at $3.17K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.