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Allworth Financial’s Hillman Solutions HLMN Stock Holding History

Allworth Financial’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01K Buy
362
+69
+24% +$623 ﹤0.01% 4210
2025
Q4 		$2.54K Sell
293
-25
-8% -$225 ﹤0.01% 4026
2025
Q3 		$2.92K Sell
318
-48
-13% -$433 ﹤0.01% 3831
2025
Q2 		$2.61K Sell
366
-746
-67% -$5.59K ﹤0.01% 3591
2025
Q1 		$8.52K Sell
1,112
-379
-25% -$3.68K ﹤0.01% 2494
2024
Q4 		$15.1K Buy
1,491
+12
+0.8% +$128 ﹤0.01% 2265
2024
Q3 		$15.6K Sell
1,479
-1,322
-47% -$12.8K ﹤0.01% 2060
2024
Q2 		$26.8K Sell
2,801
-133
-5% -$1.25K ﹤0.01% 1692
2024
Q1 		$31.2K Buy
2,934
+2,920
+20,857% +$27.3K ﹤0.01% 1519
2023
Q4 		$129 Sell
14
-43
-75% -$328 ﹤0.01% 3337
2023
Q3 		$471 Buy
57
+34
+148% +$309 ﹤0.01% 3057
2023
Q2 		$208 Hold
23
– – ﹤0.01% 3088
2023
Q1 		$194 Hold
23
– – ﹤0.01% 3013
2022
Q4 		$166 Buy
+23
New +$173 ﹤0.01% 2828

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return