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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
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

Root Financial Partners sold out of Hillman Solutions (HLMN) in Q2 2026, closing a stake of 156 shares — an estimated $1.3K sold.

Root Financial Partners first reported a position in HLMN in Q1 2026 and held it in 1 quarter. The position peaked at $1.3K in Q1 2026. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

  • Root Financial Partners reported no remaining Hillman Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 156 Hillman Solutions shares in Q2 2026, an estimated $1.3K.
  • Root Financial Partners first reported a position in Hillman Solutions in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hillman Solutions position peaked at $1.3K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

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