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J. Safra Asset Management’s Hillman Solutions HLMN Stock Holding History

J. Safra Asset Management’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
Q2 		$3.56K Hold
422
– – ﹤0.01% 552
2026
Q1 		$3.51K Buy
422
+200
+90% +$1.81K ﹤0.01% 532
2025
Q4 		$1.92K Hold
222
– – ﹤0.01% 574
2025
Q3 		$2.04K Buy
+222
New +$2K ﹤0.01% 401

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

J. Safra Asset Management's HLMN Position: Q2 2026 in Review

J. Safra Asset Management held its Hillman Solutions (HLMN) position steady in Q2 2026 at 422 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

J. Safra Asset Management first reported a position in HLMN in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

  • J. Safra Asset Management held 422 shares of Hillman Solutions worth $3.56K as of Q2 2026.
  • J. Safra Asset Management left its Hillman Solutions share count unchanged in Q2 2026.
  • Hillman Solutions made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #552 holding.
  • J. Safra Asset Management first reported a position in Hillman Solutions in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.