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New England Capital Financial Advisors’s Hilltop Holdings HTH Stock Holding History

New England Capital Financial 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 		$131K Hold
3,384
– – 0.03% 83
2026
Q1 		$121K Hold
3,384
– – 0.03% 83
2025
Q4 		$115K Buy
+3,384
New +$114K 0.04% 86

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

New England Capital Financial Advisors's HTH Position: Q2 2026 in Review

New England Capital Financial Advisors held its Hilltop Holdings (HTH) position steady in Q2 2026 at 3,384 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #83.

New England Capital Financial Advisors first reported a position in HTH in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • New England Capital Financial Advisors held 3,384 shares of Hilltop Holdings worth $131K as of Q2 2026.
  • New England Capital Financial Advisors left its Hilltop Holdings share count unchanged in Q2 2026.
  • Hilltop Holdings made up 0.03% of New England Capital Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • New England Capital Financial Advisors first reported a position in Hilltop Holdings in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.