CAPTRUST Financial Advisors
HTH icon

CAPTRUST Financial Advisors’s Hilltop Holdings HTH Stock Holding History

CAPTRUST Financial 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 		$248K Sell
6,930
-5,272
-43% -$193K ﹤0.01% 2532
2025
Q4 		$414K Buy
12,202
+1,345
+12% +$45.1K ﹤0.01% 2020
2025
Q3 		$363K Buy
10,857
+2,810
+35% +$91.5K ﹤0.01% 2035
2025
Q2 		$244K Buy
+8,047
New +$239K ﹤0.01% 2170
2022
Q3 		– Sell
-3,192
Closed -$85K – 2961
2022
Q2 		$85K Buy
3,192
+456
+17% +$13K ﹤0.01% 2331
2022
Q1 		$80K Sell
2,736
-57
-2% -$1.86K ﹤0.01% 2441
2021
Q4 		$98K Sell
2,793
-5,003
-64% -$176K ﹤0.01% 2181
2021
Q3 		$255K Buy
7,796
+169
+2% +$5.6K ﹤0.01% 1394
2021
Q2 		$278K Sell
7,627
-2,568
-25% -$91.7K ﹤0.01% 1317
2021
Q1 		$348K Buy
10,195
+2,695
+36% +$88.5K ﹤0.01% 1151
2020
Q4 		$206K Sell
7,500
-2,500
-25% -$60K ﹤0.01% 1170
2020
Q3 		$209K Buy
10,000
+2,500
+33% +$48.5K ﹤0.01% 1014
2020
Q2 		$134K Buy
+7,500
New +$129K ﹤0.01% 1210

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State Street
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VPM
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VCM
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Geode Capital Management
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Charles Schwab
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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 $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return