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Kestra Advisory Services’s Hillman Solutions HLMN Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,827
Closed -$33.1K – 3673
2025
Q4 		$33.1K Buy
+3,827
New +$34.5K ﹤0.01% 4229

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 $4.38B AUM 55.55% 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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Kestra Advisory Services sold out of Hillman Solutions (HLMN) in Q1 2026, closing a stake of 3,827 shares — an estimated $33.1K sold.

Kestra Advisory Services first reported a position in HLMN in Q4 2025 and held it in 1 quarter. The position peaked at $33.1K in Q4 2025. 235 funds tracked by Wall St. Rank hold HLMN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Hillman Solutions position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,827 Hillman Solutions shares in Q1 2026, an estimated $33.1K.
  • Kestra Advisory Services first reported a position in Hillman Solutions in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Hillman Solutions position peaked at $33.1K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2026.

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