Hennessy Advisors Inc’s Hingham Institution for Saving HIFS Stock Holding History

Hennessy Advisors Inc’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	$3.99M	Hold	13,000	–	–	0.13%	174
2026 Q1	$3.72M	Hold	13,000	–	–	0.13%	174
2025 Q4	$3.69M	Hold	13,000	–	–	0.13%	174
2025 Q3	$3.43M	Buy	13,000 +1,000	+8%	+$267K	0.12%	178
2025 Q2	$2.98M	Buy	12,000 +6,000	+100%	+$1.45M	0.1%	187
2025 Q1	$1.43M	Buy	6,000 +1,000	+20%	+$251K	0.05%	243
2024 Q4	$1.27M	Hold	5,000	–	–	0.04%	260
2024 Q3	$1.22M	Hold	5,000	–	–	0.04%	258
2024 Q2	$894K	Sell	5,000 -4,000	-44%	-$691K	0.03%	261
2024 Q1	$1.57M	Sell	9,000 -6,000	-40%	-$1.06M	0.07%	237
2023 Q4	$2.92M	Buy	15,000 +10,000	+200%	+$1.71M	0.15%	190
2023 Q3	$934K	Sell	5,000 -500	-9%	-$102K	0.07%	199
2023 Q2	$1.17M	Sell	5,500 -1,500	-21%	-$306K	0.08%	196
2023 Q1	$1.63M	Sell	7,000 -8,000	-53%	-$2.2M	0.12%	185
2022 Q4	$4.14M	Sell	15,000 -4,000	-21%	-$1.05M	0.27%	125
2022 Q3	$4.77M	Hold	19,000	–	–	0.33%	103
2022 Q2	$5.39M	Sell	19,000 -2,000	-10%	-$628K	0.32%	103
2022 Q1	$7.21M	Sell	21,000 -500	-2%	-$184K	0.38%	84
2021 Q4	$9.03M	Sell	21,500 -1,000	-4%	-$377K	0.51%	59
2021 Q3	$7.58M	Sell	22,500 -500	-2%	-$156K	0.45%	64
2021 Q2	$6.68M	Buy	23,000 +3,000	+15%	+$882K	0.37%	78
2021 Q1	$5.67M	Buy	20,000 +8,000	+67%	+$2M	0.33%	82
2020 Q4	$2.59M	Sell	12,000 -500	-4%	-$107K	0.17%	190
2020 Q3	$2.3M	Sell	12,500 -5,500	-31%	-$1.01M	0.16%	166
2020 Q2	$3.02M	Sell	18,000 -4,000	-18%	-$621K	0.21%	122
2020 Q1	$3.19M	Sell	22,000 -5,000	-19%	-$936K	0.24%	112
2019 Q4	$5.67M	Sell	27,000 -500	-2%	-$96.4K	0.29%	94
2019 Q3	$5.2M	Sell	27,500 -1,500	-5%	-$284K	0.26%	102
2019 Q2	$5.74M	Sell	29,000 -3,000	-9%	-$553K	0.28%	91
2019 Q1	$5.5M	Sell	32,000 -4,000	-11%	-$751K	0.26%	99
2018 Q4	$7.12M	Sell	36,000 -7,585	-17%	-$1.59M	0.35%	80
2018 Q3	$9.58M	Sell	43,585 -1,915	-4%	-$420K	0.35%	76
2018 Q2	$10M	Sell	45,500 -2,500	-5%	-$530K	0.34%	75
2018 Q1	$9.89M	Hold	48,000	–	–	0.33%	77
2017 Q4	$9.94M	Sell	48,000 -2,000	-4%	-$405K	0.3%	79
2017 Q3	$9.51M	Sell	50,000 -1,000	-2%	-$182K	0.29%	77
2017 Q2	$9.28M	Hold	51,000	–	–	0.29%	75
2017 Q1	$9.02M	Sell	51,000 -3,000	-6%	-$562K	0.27%	80
2016 Q4	$10.6M	Sell	54,000 -13,000	-19%	-$2.1M	0.32%	72
2016 Q3	$9.28M	Sell	67,000 -8,000	-11%	-$1.05M	0.26%	91
2016 Q2	$9.22M	Sell	75,000 -5,000	-6%	-$636K	0.28%	76
2016 Q1	$9.53M	Sell	80,000 -2,500	-3%	-$300K	0.29%	77
2015 Q4	$9.88M	Sell	82,500 -1,100	-1%	-$139K	0.31%	77
2015 Q3	$9.7M	Sell	83,600 -6,400	-7%	-$737K	0.29%	74
2015 Q2	$10.4M	Sell	90,000 -4,000	-4%	-$434K	0.31%	73
2015 Q1	$9.31M	Hold	94,000	–	–	0.27%	84
2014 Q4	$8.18M	Hold	94,000	–	–	0.23%	101
2014 Q3	$7.67M	Hold	94,000	–	–	0.23%	95
2014 Q2	$7.46M	Hold	94,000	–	–	0.23%	99
2014 Q1	$7.38M	Hold	94,000	–	–	0.27%	94
2013 Q4	$7.38M	Hold	94,000	–	–	0.3%	84
2013 Q3	$6.57M	Hold	94,000	–	–	0.3%	87
2013 Q2	$6.38M	Buy	+94,000	New	+$6.16M	0.32%	90

Other funds holding HIFS

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Hennessy Advisors Inc's HIFS Position: Q2 2026 in Review

Hennessy Advisors Inc held its Hingham Institution for Saving (HIFS) position steady in Q2 2026 at 13,000 shares worth $3.99M. The position accounts for 0.13% of the portfolio, ranked #174.

Hennessy Advisors Inc first reported a position in HIFS in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.6M in Q4 2016. 11 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

Hennessy Advisors Inc held 13,000 shares of Hingham Institution for Saving worth $3.99M as of Q2 2026.
Hennessy Advisors Inc left its Hingham Institution for Saving share count unchanged in Q2 2026.
Hingham Institution for Saving made up 0.13% of Hennessy Advisors Inc's portfolio in Q2 2026, its #174 holding.
Hennessy Advisors Inc first reported a position in Hingham Institution for Saving in Q2 2013 and has held it in 53 quarters since.
Hennessy Advisors Inc's Hingham Institution for Saving position peaked at $10.6M in Q4 2016.
11 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.