Kestra Advisory Services’s Hingham Institution for Saving HIFS Stock Holding History

Kestra Advisory Services’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	-300	Closed	-$85.2K	–	3668
2025 Q4	$85.2K	Buy	+300	New	+$85.7K	﹤0.01%	3558
2022 Q1	–	Sell	-643	Closed	-$270K	–	2064
2021 Q4	$270K	Hold	643	–	–	﹤0.01%	1661
2021 Q3	$217K	Buy	+643	New	+$201K	﹤0.01%	1929

Other funds holding HIFS

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Kestra Advisory Services's HIFS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Hingham Institution for Saving (HIFS) in Q1 2026, closing a stake of 300 shares — an estimated $85.2K sold.

Kestra Advisory Services first reported a position in HIFS in Q3 2021 and held it in 3 quarters. The position peaked at $270K in Q4 2021. 134 funds tracked by Wall St. Rank hold HIFS as of Q1 2026.

Kestra Advisory Services reported no remaining Hingham Institution for Saving position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 300 Hingham Institution for Saving shares in Q1 2026, an estimated $85.2K.
Kestra Advisory Services first reported a position in Hingham Institution for Saving in Q3 2021 and held it in 3 quarters.
Kestra Advisory Services's Hingham Institution for Saving position peaked at $270K in Q4 2021.
134 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.