Root Financial Partners’s Hilltop Holdings HTH Stock Holding History

Root Financial Partners’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	–	Sell	-111	Closed	-$3.98K	–	1657
2026 Q1	$3.98K	Buy	+111	New	+$4.07K	﹤0.01%	2037

Other funds holding HTH

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Root Financial Partners's HTH Position: Q2 2026 in Review

Root Financial Partners sold out of Hilltop Holdings (HTH) in Q2 2026, closing a stake of 111 shares — an estimated $3.98K sold.

Root Financial Partners first reported a position in HTH in Q1 2026 and held it in 1 quarter. The position peaked at $3.98K in Q1 2026. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

Root Financial Partners reported no remaining Hilltop Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 111 Hilltop Holdings shares in Q2 2026, an estimated $3.98K.
Root Financial Partners first reported a position in Hilltop Holdings in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Hilltop Holdings position peaked at $3.98K in Q1 2026.
235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.