Vista Finance’s Herc Holdings HRI Stock Holding History

Vista Finance’s Portfolio HRI Stock Details HRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+1,410	New	+$182K	0.11%	65
2026 Q1	–	Sell	-1,531	Closed	-$227K	–	60
2025 Q4	$227K	Buy	+1,531	New	+$210K	0.15%	48
2025 Q3	–	Sell	-1,654	Closed	-$218K	–	59
2025 Q2	$218K	Buy	1,654 +64	+4%	+$7.77K	0.19%	50
2025 Q1	$213K	Buy	1,590 +118	+8%	+$20.1K	0.19%	51
2024 Q4	$279K	Buy	+1,472	New	+$297K	0.29%	41

Other funds holding HRI

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Vista Finance's HRI Position: Q2 2026 in Review

Vista Finance opened a new position in Herc Holdings (HRI) in Q2 2026: 1,410 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #65 among its holdings. This is a return to the name: Vista Finance previously reported a position in HRI as recently as Q4 2025.

Vista Finance first reported a position in HRI in Q4 2024 and has held it in 5 quarters since. The position peaked at $279K in Q4 2024. 74 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

Vista Finance held 1,410 shares of Herc Holdings worth $202K as of Q2 2026.
Herc Holdings was a new Vista Finance position in Q2 2026.
Herc Holdings made up 0.11% of Vista Finance's portfolio in Q2 2026, its #65 holding.
Vista Finance first reported a position in Herc Holdings in Q4 2024 and has held it in 5 quarters since.
Vista Finance's Herc Holdings position peaked at $279K in Q4 2024.
74 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.