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Summit Securities Group’s Hillman Solutions HLMN Stock Holding History

Summit Securities Group’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
2022
Q2 		– Sell
-10,900
Closed -$129K – 1074
2022
Q1 		$129K Buy
+10,900
New +$107K 0.01% 463

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Securities Group's HLMN Position: Q4 2025 in Review

Summit Securities Group sold out of Hillman Solutions (HLMN) in Q4 2025, closing a stake of 776 shares — an estimated $7.12K sold.

Summit Securities Group first reported a position in HLMN in Q1 2022 and held it in 2 quarters. The position peaked at $7.12K in Q3 2025. 238 funds tracked by Wall St. Rank hold HLMN as of Q4 2025.

  • Summit Securities Group reported no remaining Hillman Solutions position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 776 Hillman Solutions shares in Q4 2025, an estimated $7.12K.
  • Summit Securities Group first reported a position in Hillman Solutions in Q1 2022 and held it in 2 quarters.
  • Summit Securities Group's Hillman Solutions position peaked at $7.12K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.