TFC Financial Management
HCI icon

TFC Financial Management’s HCI Group HCI Stock Holding History

TFC Financial Management’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
2026
Q3 		$174 Hold
1
– – ﹤0.01% 849
2026
Q2 		$176 Hold
1
– – ﹤0.01% 854
2026
Q1 		$155 Hold
1
– – ﹤0.01% 815
2025
Q4 		$192 Hold
1
– – ﹤0.01% 780
2025
Q3 		$192 Hold
1
– – ﹤0.01% 804
2025
Q2 		$153 Buy
+1
New +$154 ﹤0.01% 821

Other funds holding HCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TFC Financial Management's HCI Position: Q3 2026 in Review

TFC Financial Management held its HCI Group (HCI) position steady in Q3 2026 at 1 share worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #849.

TFC Financial Management first reported a position in HCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $192 in Q4 2025. 175 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • TFC Financial Management held 1 share of HCI Group worth $174 as of Q3 2026.
  • TFC Financial Management left its HCI Group share count unchanged in Q3 2026.
  • HCI Group made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #849 holding.
  • TFC Financial Management first reported a position in HCI Group in Q2 2025 and has held it in 6 quarters since.
  • TFC Financial Management's HCI Group position peaked at $192 in Q4 2025.
  • 175 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.