PHOENIX ASSET MANAGEMENT PARTNERS Ltd’s Hingham Institution for Saving HIFS Stock Holding History

PHOENIX ASSET MANAGEMENT PARTNERS Ltd’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	$9.73M	Buy	+31,680	New	+$9.11M	6.39%	6

Other funds holding HIFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PHOENIX ASSET MANAGEMENT PARTNERS Ltd's HIFS Position: Q2 2026 in Review

PHOENIX ASSET MANAGEMENT PARTNERS Ltd opened a new position in Hingham Institution for Saving (HIFS) in Q2 2026: 31,680 shares worth $9.73M. The stake represents 6.39% of the portfolio and ranks #6 among its holdings.

55 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

PHOENIX ASSET MANAGEMENT PARTNERS Ltd held 31,680 shares of Hingham Institution for Saving worth $9.73M as of Q2 2026.
Hingham Institution for Saving was a new PHOENIX ASSET MANAGEMENT PARTNERS Ltd position in Q2 2026.
Hingham Institution for Saving made up 6.39% of PHOENIX ASSET MANAGEMENT PARTNERS Ltd's portfolio in Q2 2026, its #6 holding.
55 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on PHOENIX ASSET MANAGEMENT PARTNERS Ltd's 13F filing for Q2 2026, filed 11 Aug 2026.