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Twin Peaks Wealth Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Twin Peaks Wealth Advisors’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
-3
Closed -$858 – 1075
2026
Q1 		$858 Buy
+3
New +$877 ﹤0.01% 1935
2025
Q3 		– Sell
-3
Closed -$779 – 1010
2025
Q2 		$779 Buy
+3
New +$726 ﹤0.01% 1822

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's HIFS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Hingham Institution for Saving (HIFS) in Q2 2026, closing a stake of 3 shares — an estimated $858 sold.

Twin Peaks Wealth Advisors first reported a position in HIFS in Q2 2025 and held it in 2 quarters. The position peaked at $858 in Q1 2026. 136 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Hingham Institution for Saving position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 Hingham Institution for Saving shares in Q2 2026, an estimated $858.
  • Twin Peaks Wealth Advisors first reported a position in Hingham Institution for Saving in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Hingham Institution for Saving position peaked at $858 in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.