Principal Financial Group
HLMN icon

Principal Financial Group’s Hillman Solutions HLMN Stock Holding History

Principal Financial Group’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
-13,819
Closed -$127K – 2221
2025
Q3 		$127K Buy
13,819
+251
+2% +$2.27K ﹤0.01% 2189
2025
Q2 		$96.9K Buy
13,568
+86
+0.6% +$644 ﹤0.01% 2169
2025
Q1 		$119K Buy
13,482
+1,491
+12% +$14.5K ﹤0.01% 2090
2024
Q4 		$117K Sell
11,991
-2,486
-17% -$26.6K ﹤0.01% 2140
2024
Q3 		$153K Sell
14,477
-6,041
-29% -$58.3K ﹤0.01% 2124
2024
Q2 		$182K Sell
20,518
-80,026
-80% -$754K ﹤0.01% 2153
2024
Q1 		$1.07M Buy
100,544
+75,892
+308% +$709K ﹤0.01% 1859
2023
Q4 		$227K Sell
24,652
-4,083
-14% -$31.1K ﹤0.01% 2129
2023
Q3 		$237K Buy
28,735
+10,401
+57% +$94.5K ﹤0.01% 2119
2023
Q2 		$165K Buy
18,334
+2,995
+20% +$25K ﹤0.01% 2212
2023
Q1 		$129K Buy
+15,339
New +$133K ﹤0.01% 2257
2022
Q4 		– Sell
-13,910
Closed -$105K – 2486
2022
Q3 		$105K Buy
+13,910
New +$123K ﹤0.01% 2330

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