SWA
HTH icon

Strategic Wealth Advisors’s Hilltop Holdings HTH Stock Holding History

Strategic Wealth 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
Q2 		$33K Hold
1,000
– – 0.03% 127
2026
Q1 		$35K Hold
1,000
– – 0.03% 123
2025
Q4 		$33K Buy
+1,000
New +$33.5K 0.03% 127

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

Strategic Wealth Advisors's HTH Position: Q2 2026 in Review

Strategic Wealth Advisors held its Hilltop Holdings (HTH) position steady in Q2 2026 at 1,000 shares worth $33K. The position accounts for 0.03% of the portfolio, ranked #127.

Strategic Wealth Advisors first reported a position in HTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $35K in Q1 2026. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • Strategic Wealth Advisors held 1,000 shares of Hilltop Holdings worth $33K as of Q2 2026.
  • Strategic Wealth Advisors left its Hilltop Holdings share count unchanged in Q2 2026.
  • Hilltop Holdings made up 0.03% of Strategic Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Strategic Wealth Advisors first reported a position in Hilltop Holdings in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Hilltop Holdings position peaked at $35K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.