Steward Partners Investment Advisory’s Hillman Solutions HLMN Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-104	Closed	-$743	–	4311
2025 Q2	$743	Sell	104 -179	-63%	-$1.34K	﹤0.01%	3916
2025 Q1	$2.49K	Buy	283 +89	+46%	+$864	﹤0.01%	3596
2024 Q4	$1.89K	Buy	+194	New	+$2.07K	﹤0.01%	3648
2024 Q2	–	Sell	-447	Closed	-$4.76K	–	3656
2024 Q1	$4.76K	Buy	+447	New	+$4.17K	﹤0.01%	3060
2021 Q1	–	Sell	-2,000	Closed	-$21K	–	3453
2020 Q4	$21K	Buy	+2,000	New	+$20.2K	﹤0.01%	2033

Other funds holding HLMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Steward Partners Investment Advisory's HLMN Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Hillman Solutions (HLMN) in Q3 2025, closing a stake of 104 shares — an estimated $743 sold.

Steward Partners Investment Advisory first reported a position in HLMN in Q4 2020 and held it in 5 quarters. The position peaked at $21K in Q4 2020. 241 funds tracked by Wall St. Rank hold HLMN as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Hillman Solutions position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 104 Hillman Solutions shares in Q3 2025, an estimated $743.
Steward Partners Investment Advisory first reported a position in Hillman Solutions in Q4 2020 and held it in 5 quarters.
Steward Partners Investment Advisory's Hillman Solutions position peaked at $21K in Q4 2020.
241 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.