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Stonebridge Financial Group (Pennsylvania)’s HCI Group HCI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1
Closed -$149 – 516
2025
Q1 		$149 Buy
+1
New +$127 ﹤0.01% 955

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American Century Companies
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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
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Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s HCI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of HCI Group (HCI) in Q2 2025, closing a stake of 1 share — an estimated $149 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in HCI in Q1 2025 and held it in 1 quarter. The position peaked at $149 in Q1 2025. 253 funds tracked by Wall St. Rank hold HCI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining HCI Group position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 HCI Group share in Q2 2025, an estimated $149.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in HCI Group in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s HCI Group position peaked at $149 in Q1 2025.
  • 253 funds tracked by Wall St. Rank held HCI Group as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.