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Steward Partners Investment Advisory’s HUB Group HUBG Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-243
Closed -$8.37K – 4387
2025
Q3 		$8.37K Hold
243
– – ﹤0.01% 3472
2025
Q2 		$8.12K Sell
243
-589
-71% -$19.8K ﹤0.01% 3303
2025
Q1 		$30.9K Hold
832
– – ﹤0.01% 2614
2024
Q4 		$37.1K Hold
832
– – ﹤0.01% 2496
2024
Q3 		$37.8K Hold
832
– – ﹤0.01% 2373
2024
Q2 		$35.8K Buy
+832
New +$35.1K ﹤0.01% 2264

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Steward Partners Investment Advisory's HUBG Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of HUB Group (HUBG) in Q4 2025, closing a stake of 243 shares — an estimated $8.37K sold.

Steward Partners Investment Advisory first reported a position in HUBG in Q2 2024 and held it in 6 quarters. The position peaked at $37.8K in Q3 2024. 285 funds tracked by Wall St. Rank hold HUBG as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining HUB Group position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 243 HUB Group shares in Q4 2025, an estimated $8.37K.
  • Steward Partners Investment Advisory first reported a position in HUB Group in Q2 2024 and held it in 6 quarters.
  • Steward Partners Investment Advisory's HUB Group position peaked at $37.8K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held HUB Group as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.