Parallel Advisors’s Hilltop Holdings HTH Stock Holding History

Parallel 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 Q1	$2.79K	Sell	78 -26	-25%	-$953	﹤0.01%	3262
2025 Q4	$3.53K	Buy	104 +51	+96%	+$1.71K	﹤0.01%	2959
2025 Q3	$1.77K	Hold	53	–	–	﹤0.01%	3081
2025 Q2	$1.61K	Hold	53	–	–	﹤0.01%	3093
2025 Q1	$1.61K	Buy	53 +45	+563%	+$1.37K	﹤0.01%	3034
2024 Q4	$229	Buy	+8	New	+$250	﹤0.01%	3357
2022 Q4	–	Sell	-75	Closed	-$2K	–	3444
2022 Q3	$2K	Buy	+75	New	+$2.04K	﹤0.01%	2664
2022 Q2	–	Sell	-111	Closed	-$3K	–	3149
2022 Q1	$3K	Sell	111 -8	-7%	-$262	﹤0.01%	2466
2021 Q4	$4K	Buy	119 +8	+7%	+$281	﹤0.01%	2484
2021 Q3	$4K	Hold	111	–	–	﹤0.01%	2456
2021 Q2	$4K	Hold	111	–	–	﹤0.01%	2369
2021 Q1	$4K	Hold	111	–	–	﹤0.01%	2266
2020 Q4	$3K	Buy	+111	New	+$2.67K	﹤0.01%	2200
2018 Q1	–	Sell	-38	Closed	-$1K	–	2126
2017 Q4	$1K	Hold	38	–	–	﹤0.01%	1978
2017 Q3	$1K	Hold	38	–	–	﹤0.01%	1981
2017 Q2	$1K	Hold	38	–	–	﹤0.01%	1992
2017 Q1	$1K	Buy	+38	New	+$1.06K	﹤0.01%	1889

Other funds holding HTH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return