Covestor’s Hilltop Holdings HTH Stock Holding History

Covestor’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	$9K	Buy	243 +14	+6%	+$513	0.01%	1479
2025 Q4	$8K	Hold	229	–	–	﹤0.01%	1709
2025 Q3	$8K	Sell	229 -140	-38%	-$4.56K	﹤0.01%	1731
2025 Q2	$11K	Buy	369 +41	+13%	+$1.22K	0.01%	1529
2025 Q1	$10K	Sell	328 -47	-13%	-$1.43K	0.01%	1488
2024 Q4	$11K	Buy	375 +360	+2,400%	+$11.2K	0.01%	1478
2024 Q3	$0	Buy	15 +4	+36%	+$128	﹤0.01%	2441
2024 Q2	$0	Buy	11 +7	+175%	+$213	﹤0.01%	2459
2024 Q1	$0	Sell	4 -1	-20%	-$32	﹤0.01%	2464
2023 Q4	$0	Hold	5	–	–	﹤0.01%	2388
2023 Q3	$0	Sell	5 -1,060	-100%	-$32K	﹤0.01%	2376
2023 Q2	$33K	Sell	1,065 -1,210	-53%	-$37.1K	0.03%	947
2023 Q1	$68K	Buy	2,275 +2,099	+1,193%	+$66.2K	0.06%	581
2022 Q4	$5K	Buy	176 +6	+4%	+$171	﹤0.01%	1569
2022 Q3	$4K	Sell	170 -74	-30%	-$2.01K	﹤0.01%	1553
2022 Q2	$7K	Buy	244 +48	+24%	+$1.37K	0.01%	1317
2022 Q1	$6K	Hold	196	–	–	﹤0.01%	1449
2021 Q4	$7K	Buy	+196	New	+$6.89K	0.01%	1151

Other funds holding HTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return