Syntegra Private Wealth Group’s HUB Group HUBG Stock Holding History

Syntegra Private Wealth 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
2026 Q2	$290K	Hold	6,618	–	–	0.02%	165
2026 Q1	$239K	Hold	6,618	–	–	0.02%	173
2025 Q4	$282K	Hold	6,618	–	–	0.03%	157
2025 Q3	$228K	Sell	6,618 -282	-4%	-$10.1K	0.02%	171
2025 Q2	$231K	Hold	6,900	–	–	0.02%	165
2025 Q1	$256K	Hold	6,900	–	–	0.03%	142
2024 Q4	$307K	Hold	6,900	–	–	0.03%	119
2024 Q3	$314K	Buy	+6,900	New	+$306K	0.04%	122

Other funds holding HUBG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return