CIBC Private Wealth Group
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CIBC Private Wealth Group’s Hillman Solutions HLMN Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$4.89K Hold
565
– – ﹤0.01% 2630
2025
Q3 		$5.19K Sell
565
-561
-50% -$5.07K ﹤0.01% 2552
2025
Q2 		$8.04K Hold
1,126
– – ﹤0.01% 2328
2025
Q1 		$8.31K Buy
1,126
+239
+27% +$2.32K ﹤0.01% 2296
2024
Q4 		$8.41K Sell
887
-280
-24% -$2.99K ﹤0.01% 2319
2024
Q3 		$12.3K Sell
1,167
-160
-12% -$1.54K ﹤0.01% 2342
2024
Q2 		$11.6K Buy
1,327
+407
+44% +$3.84K ﹤0.01% 2236
2024
Q1 		$9.69K Buy
+920
New +$8.59K ﹤0.01% 2289
2023
Q3 		– Sell
-30,010
Closed -$270K – 1104
2023
Q2 		$270K Buy
+30,010
New +$250K ﹤0.01% 791
2022
Q4 		– Sell
-29,670
Closed -$224K – 890
2022
Q3 		$224K Sell
29,670
-1,000
-3% -$8.81K ﹤0.01% 843
2022
Q2 		$265K Sell
30,670
-360
-1% -$3.96K ﹤0.01% 819
2022
Q1 		$368K Buy
+31,030
New +$305K ﹤0.01% 810
2021
Q4 		– Sell
-28,670
Closed -$342K – 1026
2021
Q3 		$342K Buy
+28,670
New +$351K ﹤0.01% 797

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return