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Clearstead Advisors’s Hilltop Holdings HTH Stock Holding History

Clearstead 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 		$3.3K Buy
85
+36
+73% +$1.35K ﹤0.01% 2307
2026
Q1 		$1.76K Sell
49
-8
-14% -$293 ﹤0.01% 1931
2025
Q4 		$1.94K Sell
57
-409
-88% -$13.7K ﹤0.01% 2149
2025
Q3 		$15.6K Buy
466
+103
+28% +$3.35K ﹤0.01% 1755
2025
Q2 		$11K Buy
363
+314
+641% +$9.31K ﹤0.01% 1857
2025
Q1 		$1.49K Hold
49
– – ﹤0.01% 1939
2024
Q4 		$1.4K Hold
49
– – ﹤0.01% 1887
2024
Q3 		$1.58K Hold
49
– – ﹤0.01% 1863
2024
Q2 		$1.53K Buy
+49
New +$1.49K ﹤0.01% 1848

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

Clearstead Advisors's HTH Position: Q2 2026 in Review

Clearstead Advisors increased its Hilltop Holdings (HTH) stake by 73% in Q2 2026, buying an estimated $1.35K and bringing the position to 85 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Clearstead Advisors first reported a position in HTH in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.6K in Q3 2025. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • Clearstead Advisors held 85 shares of Hilltop Holdings worth $3.3K as of Q2 2026.
  • Clearstead Advisors bought 36 Hilltop Holdings shares in Q2 2026, an estimated $1.35K.
  • Hilltop Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2307 holding.
  • Clearstead Advisors first reported a position in Hilltop Holdings in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Hilltop Holdings position peaked at $15.6K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.