Envestnet Asset Management
HIFS icon

Envestnet Asset Management’s Hingham Institution for Saving HIFS Stock Holding History

Envestnet Asset 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
Q1 		– Sell
-1,213
Closed -$344K – 4767
2025
Q4 		$344K Sell
1,213
-54
-4% -$15.4K ﹤0.01% 3944
2025
Q3 		$334K Sell
1,267
-49
-4% -$13.1K ﹤0.01% 4011
2025
Q2 		$327K Buy
1,316
+40
+3% +$9.68K ﹤0.01% 3970
2025
Q1 		$303K Sell
1,276
-39
-3% -$9.78K ﹤0.01% 3921
2024
Q4 		$334K Sell
1,315
-50
-4% -$13.3K ﹤0.01% 3839
2024
Q3 		$332K Buy
1,365
+18
+1% +$4.16K ﹤0.01% 3767
2024
Q2 		$241K Sell
1,347
-5
-0.4% -$864 ﹤0.01% 3834
2024
Q1 		$236K Sell
1,352
-3
-0.2% -$528 ﹤0.01% 3861
2023
Q4 		$263K Buy
1,355
+3
+0.2% +$514 ﹤0.01% 3684
2023
Q3 		$253K Buy
+1,352
New +$277K ﹤0.01% 3625

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Envestnet Asset Management's HIFS Position: Q1 2026 in Review

Envestnet Asset Management sold out of Hingham Institution for Saving (HIFS) in Q1 2026, closing a stake of 1,213 shares — an estimated $344K sold.

Envestnet Asset Management first reported a position in HIFS in Q3 2023 and held it in 10 quarters. The position peaked at $344K in Q4 2025. 133 funds tracked by Wall St. Rank hold HIFS as of Q1 2026.

  • Envestnet Asset Management reported no remaining Hingham Institution for Saving position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 1,213 Hingham Institution for Saving shares in Q1 2026, an estimated $344K.
  • Envestnet Asset Management first reported a position in Hingham Institution for Saving in Q3 2023 and held it in 10 quarters.
  • Envestnet Asset Management's Hingham Institution for Saving position peaked at $344K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.