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Concurrent Investment Advisors’s Hilltop Holdings HTH Stock Holding History

Concurrent Investment 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 		$2.03M Hold
52,340
– – 0.02% 719
2026
Q1 		$1.87M Sell
52,340
-395
-0.7% -$14.5K 0.02% 641
2025
Q4 		$1.79M Hold
52,735
– – 0.02% 610
2025
Q3 		$1.76M Hold
52,735
– – 0.03% 500
2025
Q2 		$1.6M Hold
52,735
– – 0.03% 484
2025
Q1 		$1.61M Buy
52,735
+418
+0.8% +$12.7K 0.04% 414
2024
Q4 		$1.5M Hold
52,317
– – 0.04% 393
2024
Q3 		$1.68M Hold
52,317
– – 0.05% 356
2024
Q2 		$1.64M Hold
52,317
– – 0.05% 327
2024
Q1 		$1.64M Hold
52,317
– – 0.07% 277
2023
Q4 		$1.84M Buy
+52,317
New +$1.58M 0.09% 237

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

Concurrent Investment Advisors's HTH Position: Q2 2026 in Review

Concurrent Investment Advisors held its Hilltop Holdings (HTH) position steady in Q2 2026 at 52,340 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #719.

Concurrent Investment Advisors first reported a position in HTH in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • Concurrent Investment Advisors held 52,340 shares of Hilltop Holdings worth $2.03M as of Q2 2026.
  • Concurrent Investment Advisors left its Hilltop Holdings share count unchanged in Q2 2026.
  • Hilltop Holdings made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #719 holding.
  • Concurrent Investment Advisors first reported a position in Hilltop Holdings in Q4 2023 and has held it in 11 quarters since.
  • 235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.