Root Financial Partners
HIFS icon

Root Financial Partners’s Hingham Institution for Saving HIFS Stock Holding History

Root Financial Partners’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 		$3.96K Buy
+14
New +$4.17K ﹤0.01% 2316
2026
Q2 		– Sell
-5
Closed -$1.43K – 1612
2026
Q1 		$1.43K Buy
+5
New +$1.46K ﹤0.01% 2456

Other funds holding HIFS

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Phoenix Asset Management Partners
Phoenix Asset Management Partners London $163M AUM 3.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's HIFS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hingham Institution for Saving (HIFS) in Q3 2026: 14 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #2316 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HIFS as recently as Q1 2026.

Root Financial Partners first reported a position in HIFS in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold HIFS as of Q3 2026.

  • Root Financial Partners held 14 shares of Hingham Institution for Saving worth $3.96K as of Q3 2026.
  • Hingham Institution for Saving was a new Root Financial Partners position in Q3 2026.
  • Hingham Institution for Saving made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2316 holding.
  • Root Financial Partners first reported a position in Hingham Institution for Saving in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.