Schwartz Investment Counsel’s Hingham Institution for Saving HIFS Stock Holding History

Schwartz Investment Counsel’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	$25.1M	Buy	81,582 +495	+0.6%	+$142K	0.83%	40
2026 Q1	$23.2M	Hold	81,087	–	–	0.82%	44
2025 Q4	$23M	Hold	81,087	–	–	0.8%	44
2025 Q3	$21.4M	Hold	81,087	–	–	0.72%	50
2025 Q2	$20.1M	Hold	81,087	–	–	0.66%	52
2025 Q1	$19.3M	Hold	81,087	–	–	0.66%	48
2024 Q4	$20.6M	Hold	81,087	–	–	0.74%	46
2024 Q3	$19.7M	Hold	81,087	–	–	0.7%	45
2024 Q2	$14.5M	Hold	81,087	–	–	0.54%	54
2024 Q1	$14.1M	Hold	81,087	–	–	0.52%	55
2023 Q4	$15.8M	Buy	81,087 +19,000	+31%	+$3.26M	0.62%	49
2023 Q3	$11.6M	Hold	62,087	–	–	0.5%	61
2023 Q2	$13.2M	Buy	62,087 +12,087	+24%	+$2.46M	0.56%	52
2023 Q1	$11.7M	Buy	50,000 +16,000	+47%	+$4.39M	0.51%	54
2022 Q4	$9.38M	Buy	34,000 +6,500	+24%	+$1.71M	0.43%	57
2022 Q3	$6.91M	Hold	27,500	–	–	0.35%	58
2022 Q2	$7.8M	Buy	27,500 +8,663	+46%	+$2.72M	0.38%	58
2022 Q1	$6.46M	Buy	18,837 +6,750	+56%	+$2.49M	0.27%	66
2021 Q4	$5.08M	Hold	12,087	–	–	0.2%	71
2021 Q3	$4.07M	Hold	12,087	–	–	0.17%	75
2021 Q2	$3.51M	Buy	12,087 +500	+4%	+$147K	0.14%	78
2021 Q1	$3.29M	Buy	11,587 +5,523	+91%	+$1.38M	0.14%	76
2020 Q4	$1.31M	Buy	+6,064	New	+$1.29M	0.06%	94

Other funds holding HIFS

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schwartz Investment Counsel's HIFS Position: Q2 2026 in Review

Schwartz Investment Counsel increased its Hingham Institution for Saving (HIFS) stake by 0.61% in Q2 2026, buying an estimated $142K and bringing the position to 81,582 shares worth $25.1M. The position accounts for 0.83% of the portfolio, ranked #40.

Schwartz Investment Counsel first reported a position in HIFS in Q4 2020 and has held it in 23 quarters since. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

Schwartz Investment Counsel held 81,582 shares of Hingham Institution for Saving worth $25.1M as of Q2 2026.
Schwartz Investment Counsel bought 495 Hingham Institution for Saving shares in Q2 2026, an estimated $142K.
Hingham Institution for Saving made up 0.83% of Schwartz Investment Counsel's portfolio in Q2 2026, its #40 holding.
Schwartz Investment Counsel first reported a position in Hingham Institution for Saving in Q4 2020 and has held it in 23 quarters since.
137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.