EWA
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EverSource Wealth Advisors’s Hilltop Holdings HTH Stock Holding History

EverSource Wealth 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 		$55.6K Sell
1,434
-378
-21% -$14.2K ﹤0.01% 1716
2026
Q1 		$64.9K Buy
1,812
+246
+16% +$9.02K ﹤0.01% 1708
2025
Q4 		$53.1K Buy
1,566
+289
+23% +$9.7K ﹤0.01% 1704
2025
Q3 		$42.7K Buy
1,277
+202
+19% +$6.58K ﹤0.01% 1816
2025
Q2 		$32.6K Buy
1,075
+918
+585% +$27.2K ﹤0.01% 1926
2025
Q1 		$4.78K Buy
157
+154
+5,133% +$4.68K ﹤0.01% 2522
2024
Q4 		$86 Buy
+3
New +$94 ﹤0.01% 3572
2022
Q3 		– Sell
-71
Closed -$2K – 2032
2022
Q2 		$2K Hold
71
– – ﹤0.01% 1515
2022
Q1 		$2K Sell
71
-267
-79% -$8.73K ﹤0.01% 1529
2021
Q4 		$12K Buy
+338
New +$11.9K ﹤0.01% 889

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

EverSource Wealth Advisors's HTH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hilltop Holdings (HTH) stake by 21% in Q2 2026, selling an estimated $14.2K and leaving 1,434 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

EverSource Wealth Advisors first reported a position in HTH in Q4 2021 and has held it in 10 quarters since. The position peaked at $64.9K in Q1 2026. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • EverSource Wealth Advisors held 1,434 shares of Hilltop Holdings worth $55.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 378 Hilltop Holdings shares in Q2 2026, an estimated $14.2K.
  • Hilltop Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1716 holding.
  • EverSource Wealth Advisors first reported a position in Hilltop Holdings in Q4 2021 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Hilltop Holdings position peaked at $64.9K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.