Corient Private Wealth’s Hingham Institution for Saving HIFS Stock Holding History

Corient Private Wealth’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	$1.05M	Buy	3,406 +1,273	+60%	+$366K	﹤0.01%	1794
2026 Q1	$610K	Buy	+2,133	New	+$623K	﹤0.01%	1926
2024 Q1	–	Sell	-7,732	Closed	-$1.5M	–	2317
2023 Q4	$1.5M	Sell	7,732 -766	-9%	-$131K	﹤0.01%	1130
2023 Q3	$1.59M	Sell	8,498 -42	-0.5%	-$8.6K	﹤0.01%	1002
2023 Q2	$1.82M	Buy	+8,540	New	+$1.74M	﹤0.01%	931

Other funds holding HIFS

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's HIFS Position: Q2 2026 in Review

Corient Private Wealth increased its Hingham Institution for Saving (HIFS) stake by 60% in Q2 2026, buying an estimated $366K and bringing the position to 3,406 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Corient Private Wealth first reported a position in HIFS in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.82M in Q2 2023. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

Corient Private Wealth held 3,406 shares of Hingham Institution for Saving worth $1.05M as of Q2 2026.
Corient Private Wealth bought 1,273 Hingham Institution for Saving shares in Q2 2026, an estimated $366K.
Hingham Institution for Saving made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1794 holding.
Corient Private Wealth first reported a position in Hingham Institution for Saving in Q2 2023 and has held it in 5 quarters since.
Corient Private Wealth's Hingham Institution for Saving position peaked at $1.82M in Q2 2023.
137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.