Flagship Harbor Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-359	Closed	-$102K	–	1350
2025 Q4	$102K	Buy	+359	New	+$103K	﹤0.01%	863
2020 Q4	–	Sell	-350	Closed	-$64K	–	1034
2020 Q3	$64K	Hold	350	–	–	0.01%	781
2020 Q2	$58K	Hold	350	–	–	0.01%	808
2020 Q1	$51K	Sell	350 -160	-31%	-$30K	0.01%	746
2019 Q4	$107K	Hold	510	–	–	0.02%	593
2019 Q3	$96K	Hold	510	–	–	0.02%	592
2019 Q2	$100K	Hold	510	–	–	0.02%	565
2019 Q1	$87K	Hold	510	–	–	0.02%	599
2018 Q4	$100K	Hold	510	–	–	0.02%	514
2018 Q3	$112K	Hold	510	–	–	0.02%	565
2018 Q2	$112K	Buy	+510	New	+$108K	0.02%	543

Other funds holding HIFS

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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