Rise Advisors’s Hilltop Holdings HTH Stock Holding History

Rise 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 Q4	–	Sell	-16	Closed	-$535	–	702
2025 Q3	$535	Buy	+16	New	+$521	﹤0.01%	1396

Other funds holding HTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's HTH Position: Q4 2025 in Review

Rise Advisors sold out of Hilltop Holdings (HTH) in Q4 2025, closing a stake of 16 shares — an estimated $535 sold.

Rise Advisors first reported a position in HTH in Q3 2025 and held it in 1 quarter. The position peaked at $535 in Q3 2025. 213 funds tracked by Wall St. Rank hold HTH as of Q4 2025.

Rise Advisors reported no remaining Hilltop Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 16 Hilltop Holdings shares in Q4 2025, an estimated $535.
Rise Advisors first reported a position in Hilltop Holdings in Q3 2025 and held it in 1 quarter.
Rise Advisors's Hilltop Holdings position peaked at $535 in Q3 2025.
213 funds tracked by Wall St. Rank held Hilltop Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.