Phoenix Asset Management Partners’s Hingham Institution for Saving HIFS Stock Holding History

Phoenix Asset Management Partners’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	$9.73M	Hold	31,680	–	–	6.39%	6
2026 Q1	$9.06M	Hold	31,680	–	–	6.83%	5
2025 Q4	$9M	Hold	31,680	–	–	6.19%	5
2025 Q3	$8.36M	Hold	31,680	–	–	7.19%	5
2025 Q2	$7.87M	Hold	31,680	–	–	7.75%	4
2025 Q1	$7.53M	Buy	31,680 +23,780	+301%	+$5.96M	9.77%	4
2024 Q4	$2.18M	Sell	7,900 -23,780	-75%	-$6.31M	1.88%	6
2024 Q3	$7.71M	Buy	31,680 +4,813	+18%	+$1.11M	6.43%	6
2024 Q2	$4.81M	Buy	26,867 +1,200	+5%	+$207K	2.7%	6
2024 Q1	$4.48M	Buy	25,667 +6,882	+37%	+$1.21M	2.38%	6
2023 Q4	$3.65M	Buy	18,785 +3,151	+20%	+$540K	2.15%	6
2023 Q3	$2.92M	Buy	15,634 +850	+6%	+$174K	2.11%	6
2023 Q2	$3.15M	Buy	14,784 +4,250	+40%	+$866K	2.03%	6
2023 Q1	$2.46M	Buy	10,534 +2,634	+33%	+$723K	2.04%	6
2022 Q4	$2.18M	Buy	+7,900	New	+$2.08M	1.88%	6

Other funds holding HIFS

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SIC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Asset Management Partners's HIFS Position: Q2 2026 in Review

Phoenix Asset Management Partners held its Hingham Institution for Saving (HIFS) position steady in Q2 2026 at 31,680 shares worth $9.73M. The position accounts for 6.39% of the portfolio, ranked #6.

Phoenix Asset Management Partners first reported a position in HIFS in Q4 2022 and has held it in 15 quarters since. 136 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

Phoenix Asset Management Partners held 31,680 shares of Hingham Institution for Saving worth $9.73M as of Q2 2026.
Phoenix Asset Management Partners left its Hingham Institution for Saving share count unchanged in Q2 2026.
Hingham Institution for Saving made up 6.39% of Phoenix Asset Management Partners's portfolio in Q2 2026, its #6 holding.
Phoenix Asset Management Partners first reported a position in Hingham Institution for Saving in Q4 2022 and has held it in 15 quarters since.
136 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Phoenix Asset Management Partners's 13F filing for Q2 2026, filed 11 Aug 2026.