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Wealthspire Advisors (New York)’s Hilltop Holdings HTH Stock Holding History

Wealthspire Advisors (New York)’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
-73
Closed -$2.44K – 1860
2025
Q3 		$2.44K Buy
+73
New +$2.38K ﹤0.01% 2555

Other funds holding HTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s HTH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Hilltop Holdings (HTH) in Q4 2025, closing a stake of 73 shares — an estimated $2.44K sold.

Wealthspire Advisors (New York) first reported a position in HTH in Q3 2025 and held it in 1 quarter. The position peaked at $2.44K in Q3 2025. 213 funds tracked by Wall St. Rank hold HTH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Hilltop Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 73 Hilltop Holdings shares in Q4 2025, an estimated $2.44K.
  • Wealthspire Advisors (New York) first reported a position in Hilltop Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Hilltop Holdings position peaked at $2.44K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Hilltop Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.