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Farther Finance Advisors’s Hillman Solutions HLMN Stock Holding History

Farther Finance Advisors’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$743 Hold
90
– – ﹤0.01% 5185
2025
Q4 		$779 Buy
90
+15
+20% +$135 ﹤0.01% 4963
2025
Q3 		$689 Buy
75
+40
+114% +$361 ﹤0.01% 4460
2025
Q2 		$250 Sell
35
-89
-72% -$667 ﹤0.01% 4170
2025
Q1 		$1.1K Hold
124
– – ﹤0.01% 3582
2024
Q4 		$1.21K Sell
124
-5
-4% -$53 ﹤0.01% 3185
2024
Q3 		$1.36K Sell
129
-1
-0.8% -$10 ﹤0.01% 3144
2024
Q2 		$1.14K Hold
130
– – ﹤0.01% 3028
2024
Q1 		$1.37K Hold
130
– – ﹤0.01% 2654
2023
Q4 		$1.2K Buy
+130
New +$992 ﹤0.01% 2648

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return