CAPTRUST Financial Advisors
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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
Q2 		$287K Buy
7,406
+476
+7% +$17.9K ﹤0.01% 2626
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

Other funds holding HTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors's HTH Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Hilltop Holdings (HTH) stake by 6.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 7,406 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

CAPTRUST Financial Advisors first reported a position in HTH in Q2 2020 and has held it in 14 quarters since. The position peaked at $414K in Q4 2025. 236 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,406 shares of Hilltop Holdings worth $287K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 476 Hilltop Holdings shares in Q2 2026, an estimated $17.9K.
  • Hilltop Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2626 holding.
  • CAPTRUST Financial Advisors first reported a position in Hilltop Holdings in Q2 2020 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's Hilltop Holdings position peaked at $414K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.