Jones Financial Companies
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Jones Financial Companies’s Hillman Solutions HLMN Stock Holding History

Jones Financial Companies’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 		$13.5M Buy
1,654,995
+1,651,173
+43,202% +$14.9M 0.01% 718
2025
Q4 		$33.1K Sell
3,822
-153
-4% -$1.38K ﹤0.01% 2718
2025
Q3 		$36.5K Sell
3,975
-539
-12% -$4.87K ﹤0.01% 2512
2025
Q2 		$32.2K Sell
4,514
-3,923
-46% -$29.4K ﹤0.01% 2400
2025
Q1 		$73.5K Buy
8,437
+452
+6% +$4.39K ﹤0.01% 1910
2024
Q4 		$77.8K Buy
7,985
+5,915
+286% +$63.2K ﹤0.01% 1713
2024
Q3 		$21.9K Buy
2,070
+1,117
+117% +$10.8K ﹤0.01% 1928
2024
Q2 		$8.43K Buy
+953
New +$8.98K ﹤0.01% 1806
2023
Q1 		– Sell
-53
Closed – – 656
2022
Q4 		$0 Buy
+53
New +$399 ﹤0.01% 745

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