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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beese Fulmer Investment Management's HTH Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in Hilltop Holdings (HTH) in Q1 2026: 5,694 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in HTH as recently as Q3 2024.

Beese Fulmer Investment Management first reported a position in HTH in Q2 2020 and has held it in 15 quarters since. The position peaked at $281K in Q2 2021. 229 funds tracked by Wall St. Rank hold HTH as of Q1 2026.

Beese Fulmer Investment Management held 5,694 shares of Hilltop Holdings worth $204K as of Q1 2026.
Hilltop Holdings was a new Beese Fulmer Investment Management position in Q1 2026.
Hilltop Holdings made up 0.01% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #416 holding.
Beese Fulmer Investment Management first reported a position in Hilltop Holdings in Q2 2020 and has held it in 15 quarters since.
Beese Fulmer Investment Management's Hilltop Holdings position peaked at $281K in Q2 2021.
229 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.