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Private Trust Company’s Hillman Solutions HLMN Stock Holding History

Private Trust Company’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
2026
Q1 		$6.71K Hold
807
– – ﹤0.01% 2105
2025
Q4 		$6.99K Hold
807
– – ﹤0.01% 2058
2025
Q3 		$7.41K Hold
807
– – ﹤0.01% 2018
2025
Q2 		$5.76K Sell
807
-55
-6% -$412 ﹤0.01% 2005
2025
Q1 		$7.58K Sell
862
-11
-1% -$107 ﹤0.01% 1896
2024
Q4 		$8.5K Hold
873
– – ﹤0.01% 1800
2024
Q3 		$9.22K Buy
873
+66
+8% +$637 ﹤0.01% 1756
2024
Q2 		$7.14K Sell
807
-98
-11% -$924 ﹤0.01% 1804
2024
Q1 		$9.63K Hold
905
– – ﹤0.01% 1670
2023
Q4 		$8.34K Hold
905
– – ﹤0.01% 1719
2023
Q3 		$7.47K Hold
905
– – ﹤0.01% 1714
2023
Q2 		$8.15K Hold
905
– – ﹤0.01% 1705
2023
Q1 		$7.62K Sell
905
-207
-19% -$1.8K ﹤0.01% 1688
2022
Q4 		$8K Buy
+1,112
New +$8.36K ﹤0.01% 1630
2022
Q3 		– Sell
-1,122
Closed -$10K – 2100
2022
Q2 		$10K Buy
+1,122
New +$12.3K ﹤0.01% 1497

Other funds holding HLMN

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return