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Principal Securities’s Hillman Solutions HLMN Stock Holding History

Principal Securities’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
-352
Closed -$3.23K – 2297
2025
Q3 		$3.23K Hold
352
– – ﹤0.01% 3099
2025
Q2 		$2.51K Hold
352
– – ﹤0.01% 3070
2025
Q1 		$3.43K Hold
352
– – ﹤0.01% 2902
2024
Q4 		$3.43K Hold
352
– – ﹤0.01% 2898
2024
Q3 		$3.72K Hold
352
– – ﹤0.01% 2769
2024
Q2 		$3.12K Hold
352
– – ﹤0.01% 2788
2024
Q1 		$3.75K Hold
352
– – ﹤0.01% 2703
2023
Q4 		$3.24K Buy
+352
New +$2.69K ﹤0.01% 2681

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