Zurich Cantonal Bank
HLMN icon

Zurich Cantonal Bank’s Hillman Solutions HLMN Stock Holding History

Zurich Cantonal Bank’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 		$856K Buy
102,866
+35,206
+52% +$318K ﹤0.01% 1524
2025
Q4 		$586K Buy
67,660
+19,812
+41% +$179K ﹤0.01% 1693
2025
Q3 		$439K Sell
47,848
-34,346
-42% -$310K ﹤0.01% 1817
2025
Q2 		$587K Buy
82,194
+34,627
+73% +$259K ﹤0.01% 1563
2025
Q1 		$418K Sell
47,567
-11,471
-19% -$111K ﹤0.01% 1701
2024
Q4 		$575K Buy
59,038
+15,922
+37% +$170K ﹤0.01% 1543
2024
Q3 		$455K Hold
43,116
– – ﹤0.01% 1621
2024
Q2 		$382K Buy
43,116
+3,299
+8% +$31.1K ﹤0.01% 1673
2024
Q1 		$424K Sell
39,817
-8,510
-18% -$79.5K ﹤0.01% 1587
2023
Q4 		$445K Buy
48,327
+9,543
+25% +$72.8K ﹤0.01% 1577
2023
Q3 		$320K Hold
38,784
– – ﹤0.01% 1660
2023
Q2 		$349K Buy
38,784
+9,083
+31% +$75.7K ﹤0.01% 1570
2023
Q1 		$250K Buy
29,701
+10,379
+54% +$90.3K ﹤0.01% 1735
2022
Q4 		$139K Buy
19,322
+4,794
+33% +$36.1K ﹤0.01% 2051
2022
Q3 		$110K Hold
14,528
– – ﹤0.01% 2141
2022
Q2 		$126K Buy
+14,528
New +$160K ﹤0.01% 2086
2022
Q1 		– Sell
-14,528
Closed -$156K – 2769
2021
Q4 		$156K Buy
+14,528
New +$156K ﹤0.01% 2245

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