Allworth Financial’s Hilltop Holdings HTH Stock Holding History

Allworth Financial’s Portfolio HTH Stock Details HTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.4K	Buy	1,323 +170	+15%	+$6.23K	﹤0.01%	2361
2025 Q4	$39.1K	Buy	1,153 +313	+37%	+$10.5K	﹤0.01%	2355
2025 Q3	$28.1K	Buy	840 +283	+51%	+$9.22K	﹤0.01%	2497
2025 Q2	$16.9K	Buy	557 +540	+3,176%	+$16K	﹤0.01%	2621
2025 Q1	$498	Sell	17 -11	-39%	-$334	﹤0.01%	3672
2024 Q4	$802	Buy	28 +10	+56%	+$312	﹤0.01%	3471
2024 Q3	$579	Hold	18	–	–	﹤0.01%	3382
2024 Q2	$612	Hold	18	–	–	﹤0.01%	3316
2024 Q1	$564	Hold	18	–	–	﹤0.01%	3253
2023 Q4	$634	Hold	18	–	–	﹤0.01%	3074
2023 Q3	$511	Hold	18	–	–	﹤0.01%	3038
2023 Q2	$567	Hold	18	–	–	﹤0.01%	2870
2023 Q1	$535	Hold	18	–	–	﹤0.01%	2828
2022 Q4	$540	Buy	18 +6	+50%	+$171	﹤0.01%	2616
2022 Q3	$0	Buy	12 +5	+71%	+$136	﹤0.01%	2854
2022 Q2	$0	Sell	7 -6	-46%	-$171	﹤0.01%	2577
2022 Q1	$0	Buy	13 +6	+86%	+$196	﹤0.01%	2233
2021 Q4	$0	Hold	7	–	–	﹤0.01%	2027
2021 Q3	$0	Buy	+7	New	+$232	﹤0.01%	1919

Other funds holding HTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return