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Summit Securities Group’s HUB Group HUBG Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-954
Closed -$31.9K – 1179
2025
Q2 		$31.9K Buy
+954
New +$32K 0.01% 615
2013
Q3 		– Sell
-200
Closed -$4K – 476
2013
Q2 		$4K Buy
+200
New +$3.71K ﹤0.01% 415

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Summit Securities Group's HUBG Position: Q3 2025 in Review

Summit Securities Group sold out of HUB Group (HUBG) in Q3 2025, closing a stake of 954 shares — an estimated $31.9K sold.

Summit Securities Group first reported a position in HUBG in Q2 2013 and held it in 2 quarters. The position peaked at $31.9K in Q2 2025. 283 funds tracked by Wall St. Rank hold HUBG as of Q3 2025.

  • Summit Securities Group reported no remaining HUB Group position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 954 HUB Group shares in Q3 2025, an estimated $31.9K.
  • Summit Securities Group first reported a position in HUB Group in Q2 2013 and held it in 2 quarters.
  • Summit Securities Group's HUB Group position peaked at $31.9K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held HUB Group as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.