Bank of Montreal
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Bank of Montreal’s Hillman Solutions HLMN Stock Holding History

Bank of Montreal’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 		$86.3M Sell
10,370,180
-484,202
-4% -$4.37M 0.04% 389
2025
Q4 		$94M Buy
10,854,382
+10,839,127
+71,053% +$97.7M 0.04% 382
2025
Q3 		$140K Sell
15,255
-1,873
-11% -$16.9K ﹤0.01% 2880
2025
Q2 		$122K Buy
17,128
+1,268
+8% +$9.5K ﹤0.01% 2937
2025
Q1 		$139K Sell
15,860
-133
-0.8% -$1.29K ﹤0.01% 2836
2024
Q4 		$156K Sell
15,993
-1,172
-7% -$12.5K ﹤0.01% 2836
2024
Q3 		$182K Buy
+17,165
New +$166K ﹤0.01% 3065
2023
Q3 		– Sell
-313,303
Closed -$2.84M – 3997
2023
Q2 		$2.84M Buy
+313,303
New +$2.61M ﹤0.01% 1626
2021
Q2 		– Sell
-205,267
Closed -$2.15M – 4208
2021
Q1 		$2.15M Buy
+205,267
New +$2.15M ﹤0.01% 1756

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return