EverSource Wealth Advisors’s Hingham Institution for Saving HIFS Stock Holding History

EverSource Wealth Advisors’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	$4.61K	Buy	15 +6	+67%	+$1.73K	﹤0.01%	3325
2026 Q1	$2.57K	Buy	9 +1	+13%	+$292	﹤0.01%	3552
2025 Q4	$2.27K	Buy	8 +1	+14%	+$286	﹤0.01%	3461
2025 Q3	$1.85K	Buy	+7	New	+$1.87K	﹤0.01%	3541
2025 Q2	–	Sell	-3	Closed	-$713	–	4299
2025 Q1	$713	Buy	+3	New	+$752	﹤0.01%	3342

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

EverSource Wealth Advisors's HIFS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Hingham Institution for Saving (HIFS) stake by 67% in Q2 2026, buying an estimated $1.73K and bringing the position to 15 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3325.

EverSource Wealth Advisors first reported a position in HIFS in Q1 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

EverSource Wealth Advisors held 15 shares of Hingham Institution for Saving worth $4.61K as of Q2 2026.
EverSource Wealth Advisors bought 6 Hingham Institution for Saving shares in Q2 2026, an estimated $1.73K.
Hingham Institution for Saving made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3325 holding.
EverSource Wealth Advisors first reported a position in Hingham Institution for Saving in Q1 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.