BPA
HTH icon

Beacon Pointe Advisors’s Hilltop Holdings HTH Stock Holding History

Beacon Pointe Advisors’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 		$3.4M Sell
94,876
-2,162
-2% -$79.3K 0.02% 584
2025
Q4 		$3.29M Hold
97,038
– – 0.02% 483
2025
Q3 		$3.24M Buy
+97,038
New +$3.16M 0.03% 444
2023
Q1 		– Sell
-11,965
Closed -$359K – 1172
2022
Q4 		$359K Sell
11,965
-227
-2% -$6.46K 0.01% 805
2022
Q3 		$302K Sell
12,192
-50
-0.4% -$1.36K 0.01% 796
2022
Q2 		$326K Sell
12,242
-19,390
-61% -$552K 0.01% 791
2022
Q1 		$930K Buy
31,632
+19,502
+161% +$638K 0.01% 642
2021
Q4 		$426K Hold
12,130
– – 0.01% 614
2021
Q3 		$396K Buy
+12,130
New +$402K 0.01% 609

Other funds holding HTH

BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's HTH Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Hilltop Holdings (HTH) stake by 2.2% in Q1 2026, selling an estimated $79.3K and leaving 94,876 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #584.

Beacon Pointe Advisors first reported a position in HTH in Q3 2021 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold HTH as of Q1 2026.

  • Beacon Pointe Advisors held 94,876 shares of Hilltop Holdings worth $3.4M as of Q1 2026.
  • Beacon Pointe Advisors sold 2,162 Hilltop Holdings shares in Q1 2026, an estimated $79.3K.
  • Hilltop Holdings made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #584 holding.
  • Beacon Pointe Advisors first reported a position in Hilltop Holdings in Q3 2021 and has held it in 9 quarters since.
  • 229 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.