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True Wealth Design’s Hingham Institution for Saving HIFS Stock Holding History

True Wealth Design’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 		– Sell
-1
Closed -$286 – 2759
2026
Q1 		$286 Hold
1
– – ﹤0.01% 2238
2025
Q4 		$284 Buy
+1
New +$286 ﹤0.01% 2138

Other funds holding HIFS

MC
Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return
BlackRock
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's HIFS Position: Q2 2026 in Review

True Wealth Design sold out of Hingham Institution for Saving (HIFS) in Q2 2026, closing a stake of 1 share — an estimated $286 sold.

True Wealth Design first reported a position in HIFS in Q4 2025 and held it in 2 quarters. The position peaked at $286 in Q1 2026. 136 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • True Wealth Design reported no remaining Hingham Institution for Saving position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 Hingham Institution for Saving share in Q2 2026, an estimated $286.
  • True Wealth Design first reported a position in Hingham Institution for Saving in Q4 2025 and held it in 2 quarters.
  • True Wealth Design's Hingham Institution for Saving position peaked at $286 in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.