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Pinnacle Wealth Planning Services’s Hingham Institution for Saving HIFS Stock Holding History

Pinnacle Wealth Planning Services’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 		$84.5K Buy
275
+3
+1% +$863 0.01% 959
2026
Q1 		$77.7K Buy
272
+64
+31% +$18.7K 0.01% 949
2025
Q4 		$59.1K Buy
+208
New +$59.4K 0.01% 1095

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

Pinnacle Wealth Planning Services's HIFS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hingham Institution for Saving (HIFS) stake by 1.1% in Q2 2026, buying an estimated $863 and bringing the position to 275 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #959.

Pinnacle Wealth Planning Services first reported a position in HIFS in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 275 shares of Hingham Institution for Saving worth $84.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Hingham Institution for Saving shares in Q2 2026, an estimated $863.
  • Hingham Institution for Saving made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #959 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hingham Institution for Saving in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.