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Pinnacle Wealth Planning Services’s Hilltop Holdings HTH Stock Holding History

Pinnacle Wealth Planning Services’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 		$53.8K Buy
1,387
+12
+0.9% +$451 0.01% 1230
2026
Q1 		$49.3K Buy
1,375
+74
+6% +$2.71K 0.01% 1216
2025
Q4 		$44.2K Buy
+1,301
New +$43.6K ﹤0.01% 1278

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

Pinnacle Wealth Planning Services's HTH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hilltop Holdings (HTH) stake by 0.87% in Q2 2026, buying an estimated $451 and bringing the position to 1,387 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #1230.

Pinnacle Wealth Planning Services first reported a position in HTH in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,387 shares of Hilltop Holdings worth $53.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 12 Hilltop Holdings shares in Q2 2026, an estimated $451.
  • Hilltop Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1230 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hilltop Holdings in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.