Beese Fulmer Investment Management’s Hilltop Holdings HTH Stock Holding History

Beese Fulmer Investment Management’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	$221K	Buy	5,704 +10	+0.2%	+$376	0.01%	361
2026 Q1	$204K	Buy	+5,694	New	+$209K	0.01%	416
2024 Q4	–	Sell	-6,320	Closed	-$203K	–	232
2024 Q3	$203K	Buy	+6,320	New	+$203K	0.02%	225
2024 Q2	–	Sell	-7,720	Closed	-$242K	–	228
2024 Q1	$242K	Hold	7,720	–	–	0.02%	201
2023 Q4	$272K	Hold	7,720	–	–	0.03%	190
2023 Q3	$219K	Hold	7,720	–	–	0.02%	197
2023 Q2	$243K	Hold	7,720	–	–	0.03%	191
2023 Q1	$229K	Hold	7,720	–	–	0.03%	200
2022 Q4	$232K	Buy	+7,720	New	+$220K	0.03%	198
2022 Q3	–	Sell	-7,720	Closed	-$206K	–	216
2022 Q2	$206K	Hold	7,720	–	–	0.03%	211
2022 Q1	$227K	Hold	7,720	–	–	0.02%	209
2021 Q4	$271K	Hold	7,720	–	–	0.03%	199
2021 Q3	$252K	Hold	7,720	–	–	0.03%	199
2021 Q2	$281K	Buy	7,720 +1,400	+22%	+$50K	0.03%	187
2021 Q1	$216K	Buy	+6,320	New	+$208K	0.03%	207
2020 Q3	–	Sell	-5,700	Closed	-$105K	–	348
2020 Q2	$105K	Buy	+5,700	New	+$98K	0.02%	239

Other funds holding HTH

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beese Fulmer Investment Management's HTH Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Hilltop Holdings (HTH) stake by 0.18% in Q2 2026, buying an estimated $376 and bringing the position to 5,704 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #361.

Beese Fulmer Investment Management first reported a position in HTH in Q2 2020 and has held it in 16 quarters since. The position peaked at $281K in Q2 2021. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

Beese Fulmer Investment Management held 5,704 shares of Hilltop Holdings worth $221K as of Q2 2026.
Beese Fulmer Investment Management bought 10 Hilltop Holdings shares in Q2 2026, an estimated $376.
Hilltop Holdings made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #361 holding.
Beese Fulmer Investment Management first reported a position in Hilltop Holdings in Q2 2020 and has held it in 16 quarters since.
Beese Fulmer Investment Management's Hilltop Holdings position peaked at $281K in Q2 2021.
235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.