Root Financial Partners
HTH icon

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
Q3 		$5.16K Buy
+137
New +$5.31K ﹤0.01% 2219
2026
Q2 		– Sell
-111
Closed -$3.98K – 1657
2026
Q1 		$3.98K Buy
+111
New +$4.07K ﹤0.01% 2037

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Vanguard Portfolio Management
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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's HTH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hilltop Holdings (HTH) in Q3 2026: 137 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #2219 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HTH as recently as Q1 2026.

Root Financial Partners first reported a position in HTH in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold HTH as of Q3 2026.

  • Root Financial Partners held 137 shares of Hilltop Holdings worth $5.16K as of Q3 2026.
  • Hilltop Holdings was a new Root Financial Partners position in Q3 2026.
  • Hilltop Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2219 holding.
  • Root Financial Partners first reported a position in Hilltop Holdings in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.