Contravisory Investment Management’s Hingham Institution for Saving HIFS Stock Holding History

Contravisory Investment Management’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	$38.4K	Hold	125	–	–	0.01%	276
2026 Q1	$35.7K	Hold	125	–	–	0.01%	271
2025 Q4	$35.5K	Hold	125	–	–	0.01%	276
2025 Q3	$33K	Hold	125	–	–	0.01%	284
2025 Q2	$31K	Hold	125	–	–	0.01%	287
2025 Q1	$29.7K	Hold	125	–	–	0.01%	282
2024 Q4	$31.8K	Hold	125	–	–	0.01%	255
2024 Q3	$30.4K	Hold	125	–	–	0.01%	245
2024 Q2	$22.4K	Hold	125	–	–	0.01%	250
2024 Q1	$21.8K	Hold	125	–	–	﹤0.01%	286
2023 Q4	$24.3K	Hold	125	–	–	0.01%	267
2023 Q3	$23.3K	Hold	125	–	–	0.01%	240
2023 Q2	$26.6K	Hold	125	–	–	0.01%	231
2023 Q1	$29.2K	Hold	125	–	–	0.01%	238
2022 Q4	$34.5K	Hold	125	–	–	0.01%	241
2022 Q3	$31K	Hold	125	–	–	0.01%	244
2022 Q2	$35K	Sell	125 -125	-50%	-$39.2K	0.01%	243
2022 Q1	$86K	Hold	250	–	–	0.02%	227
2021 Q4	$105K	Hold	250	–	–	0.03%	211
2021 Q3	$84K	Hold	250	–	–	0.03%	218
2021 Q2	$73K	Hold	250	–	–	0.02%	217
2021 Q1	$71K	Hold	250	–	–	0.02%	204
2020 Q4	$54K	Hold	250	–	–	0.02%	206
2020 Q3	$46K	Hold	250	–	–	0.02%	201
2020 Q2	$42K	Sell	250 -250	-50%	-$38.8K	0.02%	203
2020 Q1	$72K	Hold	500	–	–	0.03%	196
2019 Q4	$105K	Hold	500	–	–	0.04%	182
2019 Q3	$95K	Hold	500	–	–	0.04%	179
2019 Q2	$99K	Hold	500	–	–	0.04%	176
2019 Q1	$86K	Hold	500	–	–	0.03%	180
2018 Q4	$99K	Hold	500	–	–	0.04%	175
2018 Q3	$110K	Hold	500	–	–	0.04%	176
2018 Q2	$110K	Hold	500	–	–	0.04%	194
2018 Q1	$103K	Hold	500	–	–	0.04%	191
2017 Q4	$104K	Hold	500	–	–	0.04%	187
2017 Q3	$95K	Buy	+500	New	+$91K	0.03%	180
2017 Q2	–	Sell	-500	Closed	-$88K	–	194
2017 Q1	$88K	Hold	500	–	–	0.03%	162
2016 Q4	$98K	Hold	500	–	–	0.03%	106
2016 Q3	$69K	Hold	500	–	–	0.02%	94
2016 Q2	$61K	Hold	500	–	–	0.02%	90
2016 Q1	$60K	Hold	500	–	–	0.02%	97
2015 Q4	$60K	Hold	500	–	–	0.02%	94
2015 Q3	$58K	Hold	500	–	–	0.01%	94
2015 Q2	$58K	Hold	500	–	–	0.01%	104
2015 Q1	$50K	Hold	500	–	–	0.01%	92
2014 Q4	$44K	Hold	500	–	–	0.01%	92
2014 Q3	$41K	Hold	500	–	–	0.01%	89
2014 Q2	$40K	Hold	500	–	–	0.01%	92
2014 Q1	$39K	Buy	+500	New	+$39.1K	0.01%	98

Other funds holding HIFS

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Contravisory Investment Management's HIFS Position: Q2 2026 in Review

Contravisory Investment Management held its Hingham Institution for Saving (HIFS) position steady in Q2 2026 at 125 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #276.

Contravisory Investment Management first reported a position in HIFS in Q1 2014 and has held it in 49 quarters since. The position peaked at $110K in Q3 2018. 11 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

Contravisory Investment Management held 125 shares of Hingham Institution for Saving worth $38.4K as of Q2 2026.
Contravisory Investment Management left its Hingham Institution for Saving share count unchanged in Q2 2026.
Hingham Institution for Saving made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #276 holding.
Contravisory Investment Management first reported a position in Hingham Institution for Saving in Q1 2014 and has held it in 49 quarters since.
Contravisory Investment Management's Hingham Institution for Saving position peaked at $110K in Q3 2018.
11 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.