Lindbrook Capital’s Hingham Institution for Saving HIFS Stock Holding History

Lindbrook Capital’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
2025 Q1	$4.28K	Hold	18	–	–	﹤0.01%	2017
2024 Q4	$4.58K	Hold	18	–	–	﹤0.01%	2020
2024 Q3	$4.38K	Hold	18	–	–	﹤0.01%	2064
2024 Q2	$3.22K	Buy	18 +10	+125%	+$1.73K	﹤0.01%	2190
2024 Q1	$1.4K	Hold	8	–	–	﹤0.01%	2351
2023 Q4	$1.55K	Buy	8 +2	+33%	+$343	﹤0.01%	2348
2023 Q3	$1.12K	Buy	6 +2	+50%	+$409	﹤0.01%	2326
2023 Q2	$853	Buy	+4	New	+$815	﹤0.01%	2397
2023 Q1	–	Sell	-1	Closed	-$276	–	2835
2022 Q4	$276	Buy	+1	New	+$264	﹤0.01%	2691

Other funds holding HIFS

Maren Capital Chicago, Illinois $1.91B AUM 17.37% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return

SIC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HIFS Position: Q1 2025 in Review

Lindbrook Capital held its Hingham Institution for Saving (HIFS) position steady in Q1 2025 at 18 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Lindbrook Capital first reported a position in HIFS in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.58K in Q4 2024. 102 funds tracked by Wall St. Rank hold HIFS as of Q1 2025.

Lindbrook Capital held 18 shares of Hingham Institution for Saving worth $4.28K as of Q1 2025.
Lindbrook Capital left its Hingham Institution for Saving share count unchanged in Q1 2025.
Hingham Institution for Saving made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2017 holding.
Lindbrook Capital first reported a position in Hingham Institution for Saving in Q4 2022 and has held it in 9 quarters since.
Lindbrook Capital's Hingham Institution for Saving position peaked at $4.58K in Q4 2024.
102 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.