Ellsworth Advisors’s Hilltop Holdings HTH Stock Holding History

Ellsworth 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 Q3	$1.07M	Buy	+28,540	New	+$1.11M	0.17%	107

Other funds holding HTH

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Ellsworth Advisors's HTH Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Hilltop Holdings (HTH) in Q3 2026: 28,540 shares worth $1.07M. The stake represents 0.17% of the portfolio and ranks #107 among its holdings.

20 funds tracked by Wall St. Rank hold HTH as of Q3 2026.

Ellsworth Advisors held 28,540 shares of Hilltop Holdings worth $1.07M as of Q3 2026.
Hilltop Holdings was a new Ellsworth Advisors position in Q3 2026.
Hilltop Holdings made up 0.17% of Ellsworth Advisors's portfolio in Q3 2026, its #107 holding.
20 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.