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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
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

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Baldwin Wealth Partners's HIFS Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Hingham Institution for Saving (HIFS) stake by 5.5% in Q2 2026, selling an estimated $50.3K and leaving 3,006 shares worth $923K. The position accounts for 0.06% of the portfolio, ranked #115.

Baldwin Wealth Partners first reported a position in HIFS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q4 2022. 26 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Baldwin Wealth Partners held 3,006 shares of Hingham Institution for Saving worth $923K as of Q2 2026.
  • Baldwin Wealth Partners sold 175 Hingham Institution for Saving shares in Q2 2026, an estimated $50.3K.
  • Hingham Institution for Saving made up 0.06% of Baldwin Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Baldwin Wealth Partners first reported a position in Hingham Institution for Saving in Q4 2022 and has held it in 15 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 Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.