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James T. Borello RIA’s HUB Group HUBG Stock Holding History

James T. Borello RIA’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
Q3 		$2.07K Sell
70
-120
-63% -$4.95K ﹤0.01% 912
2026
Q2 		$8.32K Sell
190
-1
-0.5% -$42 ﹤0.01% 645
2026
Q1 		$6.88K Hold
191
– – ﹤0.01% 672
2025
Q4 		$8.14K Sell
191
-1
-0.5% -$38 ﹤0.01% 469
2025
Q3 		$6.61K Buy
+192
New +$6.85K ﹤0.01% 384

Other funds holding HUBG

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

James T. Borello RIA's HUBG Position: Q3 2026 in Review

James T. Borello RIA reduced its HUB Group (HUBG) stake by 63% in Q3 2026, selling an estimated $4.95K and leaving 70 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

James T. Borello RIA first reported a position in HUBG in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.32K in Q2 2026. 19 funds tracked by Wall St. Rank hold HUBG as of Q3 2026.

  • James T. Borello RIA held 70 shares of HUB Group worth $2.07K as of Q3 2026.
  • James T. Borello RIA sold 120 HUB Group shares in Q3 2026, an estimated $4.95K.
  • HUB Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #912 holding.
  • James T. Borello RIA first reported a position in HUB Group in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's HUB Group position peaked at $8.32K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held HUB Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.