Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LFA
Legacy Financial Advisors’s
Hillman Solutions
HLMN
Stock Holding History
Legacy Financial Advisors’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
$2.1M
Hold
252,500
–
–
0.29%
58
2025
Q4
$2.19M
Hold
252,500
–
–
0.3%
53
2025
Q3
$2.32M
Hold
252,500
–
–
0.32%
48
2025
Q2
$1.8M
Buy
252,500
+140,000
+124%
+$1.05M
0.28%
53
2025
Q1
$989K
Hold
112,500
–
–
0.17%
106
2024
Q4
$1.1M
Hold
112,500
–
–
0.18%
94
2024
Q3
$1.19M
Hold
112,500
–
–
0.2%
83
2024
Q2
$996K
Hold
112,500
–
–
0.18%
91
2024
Q1
$1.2M
Hold
112,500
–
–
0.21%
82
2023
Q4
$1.04M
Hold
112,500
–
–
0.2%
82
2023
Q3
$928K
Hold
112,500
–
–
0.19%
74
2023
Q2
$1.01M
Hold
112,500
–
–
0.19%
69
2023
Q1
$947K
Hold
112,500
–
–
0.19%
64
2022
Q4
$811K
Buy
112,500
+65,000
+137%
+$489K
0.17%
70
2022
Q3
$358K
Hold
47,500
–
–
0.09%
135
2022
Q2
$410K
Hold
47,500
–
–
0.1%
110
2022
Q1
$564K
Buy
+47,500
New
+$467K
0.13%
90
Other funds holding HLMN
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close