Creative Planning
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Creative Planning’s Hingham Institution for Saving HIFS Stock Holding History

Creative Planning’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 		$1.08M Buy
3,521
+1,001
+40% +$288K ﹤0.01% 2579
2026
Q1 		$720K Buy
2,520
+237
+10% +$69.2K ﹤0.01% 2738
2025
Q4 		$648K Buy
2,283
+44
+2% +$12.6K ﹤0.01% 2626
2025
Q3 		$591K Buy
2,239
+322
+17% +$85.9K ﹤0.01% 2566
2025
Q2 		$476K Sell
1,917
-1,112
-37% -$269K ﹤0.01% 2506
2025
Q1 		$720K Buy
3,029
+785
+35% +$197K ﹤0.01% 1983
2024
Q4 		$570K Buy
2,244
+330
+17% +$87.5K ﹤0.01% 2105
2024
Q3 		$466K Buy
1,914
+399
+26% +$92.2K ﹤0.01% 2171
2024
Q2 		$271K Buy
1,515
+274
+22% +$47.3K ﹤0.01% 2441
2024
Q1 		$217K Buy
+1,241
New +$219K ﹤0.01% 2516
2023
Q4 		– Sell
-1,362
Closed -$254K – 2904
2023
Q3 		$254K Buy
1,362
+375
+38% +$76.8K ﹤0.01% 2066
2023
Q2 		$210K Buy
+987
New +$201K ﹤0.01% 2177
2016
Q3 		– Sell
-33
Closed -$4K – 4646
2016
Q2 		$4K Hold
33
– – ﹤0.01% 3745
2016
Q1 		$4K Buy
+33
New +$3.95K ﹤0.01% 3695

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
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's HIFS Position: Q2 2026 in Review

Creative Planning increased its Hingham Institution for Saving (HIFS) stake by 40% in Q2 2026, buying an estimated $288K and bringing the position to 3,521 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Creative Planning first reported a position in HIFS in Q1 2016 and has held it in 14 quarters since. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Creative Planning held 3,521 shares of Hingham Institution for Saving worth $1.08M as of Q2 2026.
  • Creative Planning bought 1,001 Hingham Institution for Saving shares in Q2 2026, an estimated $288K.
  • Hingham Institution for Saving made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2579 holding.
  • Creative Planning first reported a position in Hingham Institution for Saving in Q1 2016 and has held it in 14 quarters since.
  • 137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.