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Edgestream Partners’s Hilltop Holdings HTH Stock Holding History

Edgestream Partners’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
2025
Q1 		– Sell
-36,347
Closed -$1.04M – 928
2024
Q4 		$1.04M Buy
+36,347
New +$1.14M 0.04% 560
2024
Q2 		– Sell
-39,270
Closed -$1.23M – 931
2024
Q1 		$1.23M Buy
+39,270
New +$1.25M 0.06% 453
2023
Q4 		– Sell
-43,991
Closed -$1.25M – 936
2023
Q3 		$1.25M Buy
43,991
+29,690
+208% +$896K 0.1% 332
2023
Q2 		$450K Buy
+14,301
New +$438K 0.04% 553

Other funds holding HTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Edgestream Partners's HTH Position: Q1 2025 in Review

Edgestream Partners sold out of Hilltop Holdings (HTH) in Q1 2025, closing a stake of 36,347 shares — an estimated $1.04M sold.

Edgestream Partners first reported a position in HTH in Q2 2023 and held it in 4 quarters. The position peaked at $1.25M in Q3 2023. 214 funds tracked by Wall St. Rank hold HTH as of Q1 2025.

  • Edgestream Partners reported no remaining Hilltop Holdings position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 36,347 Hilltop Holdings shares in Q1 2025, an estimated $1.04M.
  • Edgestream Partners first reported a position in Hilltop Holdings in Q2 2023 and held it in 4 quarters.
  • Edgestream Partners's Hilltop Holdings position peaked at $1.25M in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.