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Cornerstone Planning Group’s Hingham Institution for Saving HIFS Stock Holding History

Cornerstone Planning Group’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 		$864 Hold
3
– – ﹤0.01% 1542
2026
Q1 		$853 Sell
3
-1
-25% -$292 ﹤0.01% 1508
2025
Q4 		$1.2K Hold
4
– – ﹤0.01% 1303
2025
Q3 		$1.18K Hold
4
– – ﹤0.01% 1271
2025
Q2 		$994 Buy
+4
New +$967 ﹤0.01% 1112

Other funds holding HIFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Planning Group's HIFS Position: Q2 2026 in Review

Cornerstone Planning Group held its Hingham Institution for Saving (HIFS) position steady in Q2 2026 at 3 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Cornerstone Planning Group first reported a position in HIFS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2K in Q4 2025. 49 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Cornerstone Planning Group held 3 shares of Hingham Institution for Saving worth $864 as of Q2 2026.
  • Cornerstone Planning Group left its Hingham Institution for Saving share count unchanged in Q2 2026.
  • Hingham Institution for Saving made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1542 holding.
  • Cornerstone Planning Group first reported a position in Hingham Institution for Saving in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Hingham Institution for Saving position peaked at $1.2K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.