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Hilltop Holdings’s Reaves Utility Income Fund UTG Stock Holding History

Hilltop Holdings’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Hold
6,210
– – 0.02% 609
2026
Q1 		$244K Buy
+6,210
New +$243K 0.02% 571

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Hilltop Holdings's UTG Position: Q2 2026 in Review

Hilltop Holdings held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 6,210 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #609.

Hilltop Holdings first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Hilltop Holdings held 6,210 shares of Reaves Utility Income Fund worth $253K as of Q2 2026.
  • Hilltop Holdings left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up 0.02% of Hilltop Holdings's portfolio in Q2 2026, its #609 holding.
  • Hilltop Holdings first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.