Carson Wealth (CWM LLC)
HIFS icon

Carson Wealth (CWM LLC)’s Hingham Institution for Saving HIFS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$25.7K Buy
90
+8
+10% +$2.34K ﹤0.01% 4271
2025
Q4 		$23K Buy
82
+19
+30% +$5.43K ﹤0.01% 4089
2025
Q3 		$17K Buy
63
+49
+350% +$13.1K ﹤0.01% 4218
2025
Q2 		$3K Sell
14
-3
-18% -$726 ﹤0.01% 4770
2025
Q1 		$4K Buy
17
+1
+6% +$251 ﹤0.01% 4537
2024
Q4 		$4K Buy
16
+1
+7% +$265 ﹤0.01% 4311
2024
Q3 		$4K Buy
15
+8
+114% +$1.85K ﹤0.01% 4184
2024
Q2 		$1K Buy
+7
New +$1.21K ﹤0.01% 4392

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HIFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hingham Institution for Saving (HIFS) stake by 9.8% in Q1 2026, buying an estimated $2.34K and bringing the position to 90 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4271.

Carson Wealth (CWM LLC) first reported a position in HIFS in Q2 2024 and has held it in 8 quarters since. 134 funds tracked by Wall St. Rank hold HIFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 90 shares of Hingham Institution for Saving worth $25.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8 Hingham Institution for Saving shares in Q1 2026, an estimated $2.34K.
  • Hingham Institution for Saving made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4271 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hingham Institution for Saving in Q2 2024 and has held it in 8 quarters since.
  • 134 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.