Atwood & Palmer’s Hilltop Holdings HTH Stock Holding History

Atwood & Palmer’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 Q2	$1.28M	Hold	33,100	–	–	0.07%	84
2026 Q1	$1.19M	Hold	33,100	–	–	0.07%	83
2025 Q4	$1.12M	Hold	33,100	–	–	0.06%	85
2025 Q3	$1.11M	Hold	33,100	–	–	0.07%	84
2025 Q2	$1M	Hold	33,100	–	–	0.06%	86
2025 Q1	$1.01M	Hold	33,100	–	–	0.07%	84
2024 Q4	$948K	Hold	33,100	–	–	0.06%	85
2024 Q3	$1.06M	Hold	33,100	–	–	0.07%	82
2024 Q2	$1.04M	Hold	33,100	–	–	0.08%	79
2024 Q1	$1.04M	Hold	33,100	–	–	0.08%	78
2023 Q4	$1.17M	Hold	33,100	–	–	0.09%	73
2023 Q3	$939K	Hold	33,100	–	–	0.08%	81
2023 Q2	$1.04M	Hold	33,100	–	–	0.09%	84
2023 Q1	$982K	Hold	33,100	–	–	0.09%	80
2022 Q4	$993K	Hold	33,100	–	–	0.09%	87
2022 Q3	$823K	Hold	33,100	–	–	0.08%	90
2022 Q2	$882K	Sell	33,100 -7,500	-18%	-$214K	0.09%	84
2022 Q1	$1.19M	Hold	40,600	–	–	0.1%	78
2021 Q4	$1.43M	Hold	40,600	–	–	0.12%	74
2021 Q3	$1.33M	Hold	40,600	–	–	0.12%	72
2021 Q2	$1.48M	Hold	40,600	–	–	0.13%	72
2021 Q1	$1.39M	Hold	40,600	–	–	0.13%	70
2020 Q4	$1.12M	Hold	40,600	–	–	0.12%	72
2020 Q3	$836K	Hold	40,600	–	–	0.11%	72
2020 Q2	$749K	Hold	40,600	–	–	0.1%	77
2020 Q1	$614K	Hold	40,600	–	–	0.1%	78
2019 Q4	$1.01M	Hold	40,600	–	–	0.13%	66
2019 Q3	$970K	Hold	40,600	–	–	0.13%	67
2019 Q2	$864K	Sell	40,600 -8,584	-17%	-$173K	0.12%	72
2019 Q1	$898K	Sell	49,184 -5,400	-10%	-$100K	0.13%	69
2018 Q4	$973K	Sell	54,584 -8,728	-14%	-$165K	0.15%	66
2018 Q3	$1.28M	Buy	63,312 +62,912	+15,728%	+$1.33M	0.17%	64
2018 Q2	$9K	Hold	400	–	–	﹤0.01%	263
2018 Q1	$9K	Hold	400	–	–	﹤0.01%	256
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	250
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	253
2017 Q2	$10K	Hold	400	–	–	﹤0.01%	256
2017 Q1	$11K	Sell	400 -600	-60%	-$16.8K	﹤0.01%	244
2016 Q4	$30K	Hold	1,000	–	–	0.01%	199
2016 Q3	$22K	Hold	1,000	–	–	﹤0.01%	224
2016 Q2	$21K	Hold	1,000	–	–	﹤0.01%	224
2016 Q1	$19K	Sell	1,000 -2,000	-67%	-$33.8K	﹤0.01%	231
2015 Q4	$58K	Sell	3,000 -1,000	-25%	-$20.9K	0.01%	195
2015 Q3	$79K	Sell	4,000 -700	-15%	-$15K	0.02%	166
2015 Q2	$113K	Sell	4,700 -2,300	-33%	-$49.5K	0.02%	152
2015 Q1	$136K	Sell	7,000 -1,700	-20%	-$32.3K	0.02%	140
2014 Q4	$174K	Sell	8,700 -2,800	-24%	-$57.5K	0.03%	134
2014 Q3	$231K	Hold	11,500	–	–	0.04%	112
2014 Q2	$244K	Sell	11,500 -3,000	-21%	-$65.7K	0.07%	107
2014 Q1	$345K	Hold	14,500	–	–	0.08%	91
2013 Q4	$335K	Hold	14,500	–	–	0.08%	89
2013 Q3	$268K	Sell	14,500 -7,564	-34%	-$127K	0.07%	95
2013 Q2	$362K	Buy	+22,064	New	+$328K	0.1%	78

Other funds holding HTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's HTH Position: Q2 2026 in Review

Atwood & Palmer held its Hilltop Holdings (HTH) position steady in Q2 2026 at 33,100 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #84.

Atwood & Palmer first reported a position in HTH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.48M in Q2 2021. 87 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

Atwood & Palmer held 33,100 shares of Hilltop Holdings worth $1.28M as of Q2 2026.
Atwood & Palmer left its Hilltop Holdings share count unchanged in Q2 2026.
Hilltop Holdings made up 0.07% of Atwood & Palmer's portfolio in Q2 2026, its #84 holding.
Atwood & Palmer first reported a position in Hilltop Holdings in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Hilltop Holdings position peaked at $1.48M in Q2 2021.
87 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.