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True Wealth Design’s Hilltop Holdings HTH Stock Holding History

True Wealth Design’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 		$16.9K Sell
437
-12
-3% -$451 ﹤0.01% 868
2026
Q1 		$16.1K Hold
449
– – ﹤0.01% 801
2025
Q4 		$15.2K Buy
449
+17
+4% +$570 ﹤0.01% 702
2025
Q3 		$14.4K Buy
432
+140
+48% +$4.56K ﹤0.01% 712
2025
Q2 		$8.86K Buy
292
+207
+244% +$6.14K ﹤0.01% 622
2025
Q1 		$2.59K Buy
+85
New +$2.58K ﹤0.01% 916

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

True Wealth Design's HTH Position: Q2 2026 in Review

True Wealth Design reduced its Hilltop Holdings (HTH) stake by 2.7% in Q2 2026, selling an estimated $451 and leaving 437 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

True Wealth Design first reported a position in HTH in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold HTH as of Q2 2026.

  • True Wealth Design held 437 shares of Hilltop Holdings worth $16.9K as of Q2 2026.
  • True Wealth Design sold 12 Hilltop Holdings shares in Q2 2026, an estimated $451.
  • Hilltop Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #868 holding.
  • True Wealth Design first reported a position in Hilltop Holdings in Q1 2025 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.