KWM
HTH icon

Kingsview Wealth Management’s Hilltop Holdings HTH Stock Holding History

Kingsview Wealth 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
2025
Q4 		– Sell
-7,800
Closed -$261K – 1278
2025
Q3 		$261K Buy
7,800
+39
+0.5% +$1.27K ﹤0.01% 1019
2025
Q2 		$236K Buy
7,761
+46
+0.6% +$1.36K ﹤0.01% 1043
2025
Q1 		$235K Buy
7,715
+44
+0.6% +$1.34K ﹤0.01% 984
2024
Q4 		$220K Buy
7,671
+41
+0.5% +$1.28K ﹤0.01% 1026
2024
Q3 		$245K Buy
7,630
+39
+0.5% +$1.25K 0.01% 949
2024
Q2 		$237K Hold
7,591
– – 0.01% 926
2024
Q1 		$238K Hold
7,591
– – 0.01% 909
2023
Q4 		$267K Hold
7,591
– – 0.01% 808
2023
Q3 		$215K Buy
+7,591
New +$229K 0.01% 860

Other funds holding HTH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return