Stifel Financial
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Stifel Financial’s Hillman Solutions HLMN Stock Holding History

Stifel Financial’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
Q1 		$2.13M Buy
255,887
+182
+0.1% +$1.64K ﹤0.01% 1919
2025
Q4 		$2.21M Sell
255,705
-44,226
-15% -$399K ﹤0.01% 1851
2025
Q3 		$2.75M Sell
299,931
-8,295
-3% -$74.9K ﹤0.01% 1681
2025
Q2 		$2.2M Sell
308,226
-5,990
-2% -$44.9K ﹤0.01% 1778
2025
Q1 		$2.76M Sell
314,216
-41,485
-12% -$403K ﹤0.01% 1530
2024
Q4 		$3.46M Sell
355,701
-8,393
-2% -$89.7K ﹤0.01% 1409
2024
Q3 		$3.84M Sell
364,094
-61
-0% -$588 ﹤0.01% 1352
2024
Q2 		$3.22M Sell
364,155
-6,224
-2% -$58.7K ﹤0.01% 1403
2024
Q1 		$3.94M Buy
370,379
+26,483
+8% +$247K ﹤0.01% 1288
2023
Q4 		$3.17M Sell
343,896
-27,770
-7% -$212K ﹤0.01% 1368
2023
Q3 		$3.07M Sell
371,666
-11,932
-3% -$108K ﹤0.01% 1315
2023
Q2 		$3.46M Sell
383,598
-57,197
-13% -$477K ﹤0.01% 1266
2023
Q1 		$3.71M Buy
440,795
+196,585
+80% +$1.71M 0.01% 1196
2022
Q4 		$1.76M Buy
244,210
+58,784
+32% +$442K ﹤0.01% 1612
2022
Q3 		$1.4M Sell
185,426
-11,624
-6% -$102K ﹤0.01% 1717
2022
Q2 		$1.7M Buy
197,050
+178,634
+970% +$1.97M ﹤0.01% 1605
2022
Q1 		$219K Sell
18,416
-500
-3% -$4.92K ﹤0.01% 3067
2021
Q4 		$203K Buy
18,916
+6,416
+51% +$69K ﹤0.01% 3143
2021
Q3 		$149K Buy
+12,500
New +$153K ﹤0.01% 3188

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return