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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
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

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

RFG - Bristol Wealth Advisors's HIFS Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Hingham Institution for Saving (HIFS) stake by 61% in Q2 2026, selling an estimated $526K and leaving 1,172 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #136.

RFG - Bristol Wealth Advisors first reported a position in HIFS in Q4 2024 and has held it in 7 quarters since. The position peaked at $858K in Q1 2026. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 1,172 shares of Hingham Institution for Saving worth $360K as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 1,829 Hingham Institution for Saving shares in Q2 2026, an estimated $526K.
  • Hingham Institution for Saving made up 0.09% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Hingham Institution for Saving in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's Hingham Institution for Saving position peaked at $858K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.