Essential Partners’s Hilltop Holdings HTH Stock Holding History

Essential 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
2026 Q3	$31.1K	Sell	825 -19	-2%	-$736	0.01%	771
2026 Q2	$32.7K	Sell	844 -385	-31%	-$14.5K	0.02%	737
2026 Q1	$44K	Sell	1,229 -753	-38%	-$27.6K	0.01%	630
2025 Q4	$67.3K	Buy	1,982 +268	+16%	+$8.99K	0.02%	539
2025 Q3	$57.3K	Buy	1,714 +1,367	+394%	+$44.5K	0.02%	566
2025 Q2	$10.5K	Buy	+347	New	+$10.3K	﹤0.01%	829

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

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 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

Essential Partners's HTH Position: Q3 2026 in Review

Essential Partners reduced its Hilltop Holdings (HTH) stake by 2.3% in Q3 2026, selling an estimated $736 and leaving 825 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #771.

Essential Partners first reported a position in HTH in Q2 2025 and has held it in 6 quarters since. The position peaked at $67.3K in Q4 2025. 21 funds tracked by Wall St. Rank hold HTH as of Q3 2026.

Essential Partners held 825 shares of Hilltop Holdings worth $31.1K as of Q3 2026.
Essential Partners sold 19 Hilltop Holdings shares in Q3 2026, an estimated $736.
Hilltop Holdings made up 0.01% of Essential Partners's portfolio in Q3 2026, its #771 holding.
Essential Partners first reported a position in Hilltop Holdings in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Hilltop Holdings position peaked at $67.3K in Q4 2025.
21 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.