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Twin Peaks Wealth Advisors’s HCI Group HCI Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-17
Closed -$2.63K – 1066
2026
Q1 		$2.63K Buy
+17
New +$2.78K ﹤0.01% 1622
2025
Q3 		– Sell
-37
Closed -$5.78K – 1001
2025
Q2 		$5.78K Buy
+37
New +$5.68K ﹤0.01% 1237

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Twin Peaks Wealth Advisors's HCI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of HCI Group (HCI) in Q2 2026, closing a stake of 17 shares — an estimated $2.63K sold.

Twin Peaks Wealth Advisors first reported a position in HCI in Q2 2025 and held it in 2 quarters. The position peaked at $5.78K in Q2 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 17 HCI Group shares in Q2 2026, an estimated $2.63K.
  • Twin Peaks Wealth Advisors first reported a position in HCI Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's HCI Group position peaked at $5.78K in Q2 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.