Sovereign Financial Group’s Hubbell HUBB Stock Holding History

Sovereign Financial Group’s Portfolio HUBB Stock Details HUBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Buy	960 +4	+0.4%	+$1.97K	0.08%	217
2025 Q4	$425K	Sell	956 -44	-4%	-$19.3K	0.07%	215
2025 Q3	$430K	Hold	1,000	–	–	0.08%	207
2025 Q2	$408K	Buy	1,000 +2	+0.2%	+$741	0.08%	210
2025 Q1	$330K	Buy	998 +1	+0.1%	+$387	0.08%	215
2024 Q4	$418K	Sell	997 -5	-0.5%	-$2.23K	0.1%	196
2024 Q3	$429K	Hold	1,002	–	–	0.1%	178
2024 Q2	$366K	Hold	1,002	–	–	0.09%	194
2024 Q1	$416K	Sell	1,002 -1	-0.1%	-$362	0.11%	174
2023 Q4	$330K	Buy	1,003 +1	+0.1%	+$301	0.1%	178
2023 Q3	$314K	Sell	1,002 -295	-23%	-$93.9K	0.11%	169
2023 Q2	$430K	Sell	1,297 -32	-2%	-$8.86K	0.14%	152
2023 Q1	$323K	Hold	1,329	–	–	0.12%	167
2022 Q4	$312K	Buy	1,329 +15	+1%	+$3.6K	0.12%	164
2022 Q3	$293K	Hold	1,314	–	–	0.12%	155
2022 Q2	$235K	Hold	1,314	–	–	0.09%	183
2022 Q1	$241K	Buy	1,314 +295	+29%	+$55.4K	0.09%	194
2021 Q4	$212K	Buy	+1,019	New	+$204K	0.09%	194

Other funds holding HUBB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sovereign Financial Group's HUBB Position: Q1 2026 in Review

Sovereign Financial Group increased its Hubbell (HUBB) stake by 0.42% in Q1 2026, buying an estimated $1.97K and bringing the position to 960 shares worth $471K. The position accounts for 0.08% of the portfolio, ranked #217.

Sovereign Financial Group first reported a position in HUBB in Q4 2021 and has held it in 18 quarters since. 966 funds tracked by Wall St. Rank hold HUBB as of Q1 2026.

Sovereign Financial Group held 960 shares of Hubbell worth $471K as of Q1 2026.
Sovereign Financial Group bought 4 Hubbell shares in Q1 2026, an estimated $1.97K.
Hubbell made up 0.08% of Sovereign Financial Group's portfolio in Q1 2026, its #217 holding.
Sovereign Financial Group first reported a position in Hubbell in Q4 2021 and has held it in 18 quarters since.
966 funds tracked by Wall St. Rank held Hubbell as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.