Baldwin Wealth Partners
HIFS icon

Baldwin Wealth Partners’s Hingham Institution for Saving HIFS Stock Holding History

Baldwin Wealth Partners’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$849K Hold
3,006
– – 0.06% 117
2026
Q2 		$923K Sell
3,006
-175
-6% -$50.3K 0.06% 115
2026
Q1 		$909K Sell
3,181
-114
-3% -$33.3K 0.07% 109
2025
Q4 		$936K Sell
3,295
-86
-3% -$24.6K 0.06% 117
2025
Q3 		$892K Sell
3,381
-35
-1% -$9.34K 0.06% 115
2025
Q2 		$848K Sell
3,416
-757
-18% -$183K 0.06% 108
2025
Q1 		$992K Sell
4,173
-1,065
-20% -$267K 0.07% 100
2024
Q4 		$1.33M Sell
5,238
-866
-14% -$230K 0.09% 95
2024
Q3 		$1.49M Sell
6,104
-125
-2% -$28.9K 0.1% 103
2024
Q2 		$1.11M Sell
6,229
-395
-6% -$68.2K 0.09% 97
2024
Q1 		$1.16M Sell
6,624
-355
-5% -$62.5K 0.09% 103
2023
Q4 		$1.36M Sell
6,979
-1,323
-16% -$227K 0.11% 94
2023
Q3 		$1.55M Sell
8,302
-120
-1% -$24.6K 0.13% 90
2023
Q2 		$1.8M Sell
8,422
-883
-9% -$180K 0.15% 91
2023
Q1 		$2.17M Buy
9,305
+331
+4% +$90.8K 0.19% 89
2022
Q4 		$2.48M Buy
+8,974
New +$2.36M 0.22% 87

Other funds holding HIFS

Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clean Yield Group
Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baldwin Wealth Partners's HIFS Position: Q3 2026 in Review

Baldwin Wealth Partners held its Hingham Institution for Saving (HIFS) position steady in Q3 2026 at 3,006 shares worth $849K. The position accounts for 0.06% of the portfolio, ranked #117.

Baldwin Wealth Partners first reported a position in HIFS in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q4 2022. 26 funds tracked by Wall St. Rank hold HIFS as of Q3 2026.

  • Baldwin Wealth Partners held 3,006 shares of Hingham Institution for Saving worth $849K as of Q3 2026.
  • Baldwin Wealth Partners left its Hingham Institution for Saving share count unchanged in Q3 2026.
  • Hingham Institution for Saving made up 0.06% of Baldwin Wealth Partners's portfolio in Q3 2026, its #117 holding.
  • Baldwin Wealth Partners first reported a position in Hingham Institution for Saving in Q4 2022 and has held it in 16 quarters since.
  • Baldwin Wealth Partners's Hingham Institution for Saving position peaked at $2.48M in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.