Forum Financial Management’s Hilltop Holdings HTH Stock Holding History

Forum Financial Management’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	$360K	Hold	9,286	–	–	﹤0.01%	248
2026 Q1	$333K	Sell	9,286 -1,500	-14%	-$55K	﹤0.01%	250
2025 Q4	$366K	Sell	10,786 -1,670	-13%	-$56K	﹤0.01%	642
2025 Q3	$416K	Sell	12,456 -3,600	-22%	-$117K	0.01%	551
2025 Q2	$487K	Hold	16,056	–	–	0.01%	423
2025 Q1	$489K	Hold	16,056	–	–	0.01%	382
2024 Q4	$460K	Hold	16,056	–	–	0.01%	407
2024 Q3	$516K	Hold	16,056	–	–	0.01%	323
2024 Q2	$502K	Hold	16,056	–	–	0.01%	302
2024 Q1	$503K	Hold	16,056	–	–	0.01%	325
2023 Q4	$565K	Sell	16,056 -2,795	-15%	-$84.5K	0.01%	262
2023 Q3	$535K	Hold	18,851	–	–	0.01%	266
2023 Q2	$593K	Hold	18,851	–	–	0.01%	256
2023 Q1	$559K	Sell	18,851 -1	-0%	-$32	0.02%	240
2022 Q4	$566K	Buy	18,852 +3,851	+26%	+$110K	0.02%	229
2022 Q3	$373K	Hold	15,001	–	–	0.02%	287
2022 Q2	$400K	Sell	15,001 -8,341	-36%	-$238K	0.02%	278
2022 Q1	$686K	Sell	23,342 -563	-2%	-$18.4K	0.03%	184
2021 Q4	$840K	Buy	+23,905	New	+$841K	0.04%	151

Other funds holding HTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forum Financial Management's HTH Position: Q2 2026 in Review

Forum Financial Management held its Hilltop Holdings (HTH) position steady in Q2 2026 at 9,286 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Forum Financial Management first reported a position in HTH in Q4 2021 and has held it in 19 quarters since. The position peaked at $840K in Q4 2021. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

Forum Financial Management held 9,286 shares of Hilltop Holdings worth $360K as of Q2 2026.
Forum Financial Management left its Hilltop Holdings share count unchanged in Q2 2026.
Hilltop Holdings made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #248 holding.
Forum Financial Management first reported a position in Hilltop Holdings in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's Hilltop Holdings position peaked at $840K in Q4 2021.
235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.