Root Financial Partners
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Root Financial Partners’s Hillman Solutions HLMN Stock Holding History

Root Financial Partners’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.96K Buy
+423
New +$3.35K ﹤0.01% 2458
2026
Q2 		– Sell
-156
Closed -$1.3K – 1623
2026
Q1 		$1.3K Buy
+156
New +$1.41K ﹤0.01% 2493

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hillman Solutions (HLMN) in Q3 2026: 423 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #2458 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HLMN as recently as Q1 2026.

Root Financial Partners first reported a position in HLMN in Q1 2026 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold HLMN as of Q3 2026.

  • Root Financial Partners held 423 shares of Hillman Solutions worth $2.96K as of Q3 2026.
  • Hillman Solutions was a new Root Financial Partners position in Q3 2026.
  • Hillman Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2458 holding.
  • Root Financial Partners first reported a position in Hillman Solutions in Q1 2026 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2026.

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