Golden State Wealth Management’s Hartford Financial Services HIG Stock Holding History

Golden State Wealth Management’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7K	Sell	110 -8	-7%	-$1.07K	﹤0.01%	1022
2026 Q1	$16K	Hold	118	–	–	﹤0.01%	969
2025 Q4	$16.3K	Hold	118	–	–	﹤0.01%	974
2025 Q3	$15.7K	Hold	118	–	–	﹤0.01%	976
2025 Q2	$15K	Hold	118	–	–	﹤0.01%	960
2025 Q1	$14.6K	Hold	118	–	–	﹤0.01%	894
2024 Q4	$12.9K	Buy	+118	New	+$13.7K	﹤0.01%	891
2020 Q2	–	Sell	-117	Closed	-$4K	–	550
2020 Q1	$4K	Buy	+117	New	+$6.1K	﹤0.01%	776
2019 Q4	–	Sell	-117	Closed	-$7K	–	430
2019 Q3	$7K	Buy	117 +100	+588%	+$5.85K	﹤0.01%	805
2019 Q2	$0	Hold	17	–	–	﹤0.01%	1107
2019 Q1	$1K	Buy	+17	New	+$807	﹤0.01%	1067

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Golden State Wealth Management's HIG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Hartford Financial Services (HIG) stake by 6.8% in Q2 2026, selling an estimated $1.07K and leaving 110 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Golden State Wealth Management first reported a position in HIG in Q1 2019 and has held it in 11 quarters since. The position peaked at $16.3K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Golden State Wealth Management held 110 shares of Hartford Financial Services worth $14.7K as of Q2 2026.
Golden State Wealth Management sold 8 Hartford Financial Services shares in Q2 2026, an estimated $1.07K.
Hartford Financial Services made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1022 holding.
Golden State Wealth Management first reported a position in Hartford Financial Services in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Hartford Financial Services position peaked at $16.3K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.