Carson Wealth (CWM LLC)’s Hilltop Holdings HTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Sell |
31,031
-20
| -0.1% | -$733 | ﹤0.01% | 1481 |
|
|
2025
Q4 | $1.05M | Buy |
31,051
+4,095
| +15% | +$137K | ﹤0.01% | 1463 |
|
|
2025
Q3 | $901K | Buy |
26,956
+12,768
| +90% | +$416K | ﹤0.01% | 1475 |
|
|
2025
Q2 | $431K | Buy |
14,188
+11,377
| +405% | +$337K | ﹤0.01% | 1656 |
|
|
2025
Q1 | $86K | Buy |
2,811
+1,612
| +134% | +$49K | ﹤0.01% | 2547 |
|
|
2024
Q4 | $34K | Buy |
1,199
+398
| +50% | +$12.4K | ﹤0.01% | 3082 |
|
|
2024
Q3 | $26K | Buy |
801
+213
| +36% | +$6.84K | ﹤0.01% | 3203 |
|
|
2024
Q2 | $18K | Sell |
588
-122
| -17% | -$3.71K | ﹤0.01% | 3181 |
|
|
2024
Q1 | $22K | Hold |
710
| – | – | ﹤0.01% | 2826 |
|
|
2023
Q4 | $25K | Buy |
710
+102
| +17% | +$3.08K | ﹤0.01% | 2623 |
|
|
2023
Q3 | $17K | Hold |
608
| – | – | ﹤0.01% | 2787 |
|
|
2023
Q2 | $19K | Hold |
608
| – | – | ﹤0.01% | 2670 |
|
|
2023
Q1 | $18K | Hold |
608
| – | – | ﹤0.01% | 2574 |
|
|
2022
Q4 | $18K | Buy |
608
+214
| +54% | +$6.09K | ﹤0.01% | 2446 |
|
|
2022
Q3 | $10K | Buy |
394
+77
| +24% | +$2.1K | ﹤0.01% | 2678 |
|
|
2022
Q2 | $8K | Sell |
317
-437
| -58% | -$12.5K | ﹤0.01% | 2703 |
|
|
2022
Q1 | $22K | Buy |
754
+252
| +50% | +$8.24K | ﹤0.01% | 2018 |
|
|
2021
Q4 | $18K | Buy |
+502
| New | +$17.7K | ﹤0.01% | 2050 |
|
|
2021
Q2 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2021
Q1 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q4 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q3 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q2 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q1 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q4 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q3 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q2 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q1 | $65K | Buy |
+1,778
| New | +$33K | ﹤0.01% | 1293 |
|
|
2018
Q1 | – | Sell |
-21,086
| Closed | -$534K | – | 1465 |
|
|
2017
Q4 | $534K | Hold |
21,086
| – | – | 0.02% | 264 |
|
|
2017
Q3 | $548K | Hold |
21,086
| – | – | 0.03% | 243 |
|
|
2017
Q2 | $553K | Hold |
21,086
| – | – | 0.03% | 236 |
|
|
2017
Q1 | $579K | Buy |
+21,086
| New | +$589K | 0.03% | 223 |
|
|
2015
Q4 | – | Sell |
-2,219
| Closed | -$44K | – | 715 |
|
|
2015
Q3 | $44K | Buy |
+2,219
| New | +$47.5K | ﹤0.01% | 293 |
|
Other funds holding HTH
Carson Wealth (CWM LLC)'s HTH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Hilltop Holdings (HTH) stake by 0.06% in Q1 2026, selling an estimated $733 and leaving 31,031 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1481.
Carson Wealth (CWM LLC) first reported a position in HTH in Q3 2015 and has held it in 33 quarters since. 229 funds tracked by Wall St. Rank hold HTH as of Q1 2026.
- Carson Wealth (CWM LLC) held 31,031 shares of Hilltop Holdings worth $1.11M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 20 Hilltop Holdings shares in Q1 2026, an estimated $733.
- Hilltop Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1481 holding.
- Carson Wealth (CWM LLC) first reported a position in Hilltop Holdings in Q3 2015 and has held it in 33 quarters since.
- 229 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.