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Monument Group Wealth Advisors’s Hilltop Holdings HTH Stock Holding History

Monument Group 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
2025
Q1 		– Sell
-11,557
Closed -$331K – 54
2024
Q4 		$331K Buy
+11,557
New +$361K 0.23% 34

Other funds holding HTH

BlackRock
BlackRock New York $5.72T 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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 $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Monument Group Wealth Advisors's HTH Position: Q1 2025 in Review

Monument Group Wealth Advisors sold out of Hilltop Holdings (HTH) in Q1 2025, closing a stake of 11,557 shares — an estimated $331K sold.

Monument Group Wealth Advisors first reported a position in HTH in Q4 2024 and held it in 1 quarter. The position peaked at $331K in Q4 2024. 214 funds tracked by Wall St. Rank hold HTH as of Q1 2025.

  • Monument Group Wealth Advisors reported no remaining Hilltop Holdings position as of Q1 2025 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 11,557 Hilltop Holdings shares in Q1 2025, an estimated $331K.
  • Monument Group Wealth Advisors first reported a position in Hilltop Holdings in Q4 2024 and held it in 1 quarter.
  • Monument Group Wealth Advisors's Hilltop Holdings position peaked at $331K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.