Pathstone Holdings
HLMN icon

Pathstone Holdings’s Hillman Solutions HLMN Stock Holding History

Pathstone Holdings’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
2025
Q4 		– Sell
-11,074
Closed -$102K – 2299
2025
Q3 		$102K Buy
+11,074
New +$100K ﹤0.01% 2270
2025
Q2 		– Sell
-51,871
Closed -$456K – 2249
2025
Q1 		$456K Sell
51,871
-19,506
-27% -$189K ﹤0.01% 1758
2024
Q4 		$695K Sell
71,377
-16,120
-18% -$172K ﹤0.01% 1568
2024
Q3 		$924K Buy
87,497
+9,150
+12% +$88.3K ﹤0.01% 1408
2024
Q2 		$693K Buy
78,347
+7,200
+10% +$67.9K ﹤0.01% 1518
2024
Q1 		$757K Buy
71,147
+48,014
+208% +$448K ﹤0.01% 1466
2023
Q4 		$213K Buy
+23,133
New +$176K ﹤0.01% 2031

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return