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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
Q2 		– Sell
-5
Closed -$1.43K – 1612
2026
Q1 		$1.43K Buy
+5
New +$1.46K ﹤0.01% 2456

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

Root Financial Partners's HIFS Position: Q2 2026 in Review

Root Financial Partners sold out of Hingham Institution for Saving (HIFS) in Q2 2026, closing a stake of 5 shares — an estimated $1.43K sold.

Root Financial Partners first reported a position in HIFS in Q1 2026 and held it in 1 quarter. The position peaked at $1.43K in Q1 2026. 136 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Root Financial Partners reported no remaining Hingham Institution for Saving position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 Hingham Institution for Saving shares in Q2 2026, an estimated $1.43K.
  • Root Financial Partners first reported a position in Hingham Institution for Saving in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hingham Institution for Saving position peaked at $1.43K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.