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 Q2	$2.13M	Hold	252,500	–	–	0.26%	66
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 $2.3T AUM 54.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Legacy Financial Advisors's HLMN Position: Q2 2026 in Review

Legacy Financial Advisors held its Hillman Solutions (HLMN) position steady in Q2 2026 at 252,500 shares worth $2.13M. The position accounts for 0.26% of the portfolio, ranked #66.

Legacy Financial Advisors first reported a position in HLMN in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.32M in Q3 2025. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

Legacy Financial Advisors held 252,500 shares of Hillman Solutions worth $2.13M as of Q2 2026.
Legacy Financial Advisors left its Hillman Solutions share count unchanged in Q2 2026.
Hillman Solutions made up 0.26% of Legacy Financial Advisors's portfolio in Q2 2026, its #66 holding.
Legacy Financial Advisors first reported a position in Hillman Solutions in Q1 2022 and has held it in 18 quarters since.
Legacy Financial Advisors's Hillman Solutions position peaked at $2.32M in Q3 2025.
231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.