SEI Investments’s Hingham Institution for Saving HIFS Stock Holding History

SEI Investments’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	$366K	Sell	1,294 -500	-28%	-$149K	﹤0.01%	2779
2026 Q2	$551K	Sell	1,794 -1,400	-44%	-$403K	﹤0.01%	2600
2026 Q1	$913K	Buy	3,194 +1,600	+100%	+$467K	﹤0.01%	2396
2025 Q4	$453K	Hold	1,594	–	–	﹤0.01%	2543
2025 Q3	$420K	Hold	1,594	–	–	﹤0.01%	2314
2025 Q2	$396K	Hold	1,594	–	–	﹤0.01%	2283
2025 Q1	$379K	Buy	1,594 +700	+78%	+$176K	﹤0.01%	2245
2024 Q4	$227K	Hold	894	–	–	﹤0.01%	2446
2024 Q3	$218K	Buy	+894	New	+$207K	﹤0.01%	2451
2020 Q4	–	Sell	-1,200	Closed	-$221K	–	2488
2020 Q3	$221K	Hold	1,200	–	–	﹤0.01%	2198
2020 Q2	$201K	Buy	+1,200	New	+$186K	﹤0.01%	2235
2020 Q1	–	Sell	-1,100	Closed	-$231K	–	2388
2019 Q4	$231K	Hold	1,100	–	–	﹤0.01%	2236
2019 Q3	$208K	Buy	+1,100	New	+$209K	﹤0.01%	2243
2018 Q3	–	Sell	-2	Closed	–	–	2884
2018 Q2	$0	Hold	2	–	–	﹤0.01%	3691
2018 Q1	$0	Hold	2	–	–	﹤0.01%	3556
2017 Q4	$0	Hold	2	–	–	﹤0.01%	3393
2017 Q3	$0	Buy	+2	New	+$364	﹤0.01%	3275

Other funds holding HIFS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Phoenix Asset Management Partners London $163M AUM 3.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

SEI Investments's HIFS Position: Q3 2026 in Review

SEI Investments reduced its Hingham Institution for Saving (HIFS) stake by 28% in Q3 2026, selling an estimated $149K and leaving 1,294 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

SEI Investments first reported a position in HIFS in Q3 2017 and has held it in 17 quarters since. The position peaked at $913K in Q1 2026. 65 funds tracked by Wall St. Rank hold HIFS as of Q3 2026.

SEI Investments held 1,294 shares of Hingham Institution for Saving worth $366K as of Q3 2026.
SEI Investments sold 500 Hingham Institution for Saving shares in Q3 2026, an estimated $149K.
Hingham Institution for Saving made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #2779 holding.
SEI Investments first reported a position in Hingham Institution for Saving in Q3 2017 and has held it in 17 quarters since.
SEI Investments's Hingham Institution for Saving position peaked at $913K in Q1 2026.
65 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.