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Mission Wealth Management’s Hingham Institution for Saving HIFS Stock Holding History

Mission Wealth Management’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
Q2 		– Sell
-14,650
Closed -$4.19M – 1078
2026
Q1 		$4.19M Sell
14,650
-220
-1% -$64.3K 0.09% 127
2025
Q4 		$4.22M Buy
+14,870
New +$4.25M 0.08% 129

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mission Wealth Management's HIFS Position: Q2 2026 in Review

Mission Wealth Management sold out of Hingham Institution for Saving (HIFS) in Q2 2026, closing a stake of 14,650 shares — an estimated $4.19M sold.

Mission Wealth Management first reported a position in HIFS in Q4 2025 and held it in 2 quarters. The position peaked at $4.22M in Q4 2025. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Mission Wealth Management reported no remaining Hingham Institution for Saving position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 14,650 Hingham Institution for Saving shares in Q2 2026, an estimated $4.19M.
  • Mission Wealth Management first reported a position in Hingham Institution for Saving in Q4 2025 and held it in 2 quarters.
  • Mission Wealth Management's Hingham Institution for Saving position peaked at $4.22M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.