RFG - Bristol Wealth Advisors’s Hingham Institution for Saving HIFS Stock Holding History

RFG - Bristol Wealth Advisors’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 Q3	–	Sell	-1,172	Closed	-$360K	–	180
2026 Q2	$360K	Sell	1,172 -1,829	-61%	-$526K	0.09%	136
2026 Q1	$858K	Buy	3,001 +439	+17%	+$128K	0.23%	78
2025 Q4	$728K	Buy	2,562 +1,431	+127%	+$409K	0.2%	84
2025 Q3	$298K	Buy	1,131 +1	+0.1%	+$267	0.09%	150
2025 Q2	$281K	Buy	1,130 +1	+0.1%	+$242	0.09%	152
2025 Q1	$269K	Buy	1,129 +1	+0.1%	+$251	0.09%	148
2024 Q4	$287K	Buy	+1,128	New	+$299K	0.09%	128

Other funds holding HIFS

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

RFG - Bristol Wealth Advisors's HIFS Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors sold out of Hingham Institution for Saving (HIFS) in Q3 2026, closing a stake of 1,172 shares — an estimated $360K sold.

RFG - Bristol Wealth Advisors first reported a position in HIFS in Q4 2024 and held it in 7 quarters. The position peaked at $858K in Q1 2026. 3 funds tracked by Wall St. Rank hold HIFS as of Q3 2026.

RFG - Bristol Wealth Advisors reported no remaining Hingham Institution for Saving position as of Q3 2026 after selling out during the quarter.
RFG - Bristol Wealth Advisors sold 1,172 Hingham Institution for Saving shares in Q3 2026, an estimated $360K.
RFG - Bristol Wealth Advisors first reported a position in Hingham Institution for Saving in Q4 2024 and held it in 7 quarters.
RFG - Bristol Wealth Advisors's Hingham Institution for Saving position peaked at $858K in Q1 2026.
3 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.