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Benjamin Edwards Inc’s Hilltop Holdings HTH Stock Holding History

Benjamin Edwards Inc’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
2025
Q2 		– Sell
-13,898
Closed -$423K – 1179
2025
Q1 		$423K Buy
13,898
+5,161
+59% +$157K 0.01% 834
2024
Q4 		$250K Buy
8,737
+397
+5% +$12.4K ﹤0.01% 1023
2024
Q3 		$268K Buy
+8,340
New +$268K ﹤0.01% 985

Other funds holding HTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Benjamin Edwards Inc's HTH Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of Hilltop Holdings (HTH) in Q2 2025, closing a stake of 13,898 shares — an estimated $423K sold.

Benjamin Edwards Inc first reported a position in HTH in Q3 2024 and held it in 3 quarters. The position peaked at $423K in Q1 2025. 213 funds tracked by Wall St. Rank hold HTH as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining Hilltop Holdings position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 13,898 Hilltop Holdings shares in Q2 2025, an estimated $423K.
  • Benjamin Edwards Inc first reported a position in Hilltop Holdings in Q3 2024 and held it in 3 quarters.
  • Benjamin Edwards Inc's Hilltop Holdings position peaked at $423K in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.