Position in HTH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,029,745
+$154,928 QoQ
Shares Held
52,340
0.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#60
of 235 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTH Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $2,029,745 across 1 Financial Conglomerates name. HTH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTH |
Hilltop Holdings Inc.
This page
|
52,340 | $2,029,745 |
All Filings in HTH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,029,745 | 52,340 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,874,817 | 52,340 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,789,825 | 52,735 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,762,403 | 52,735 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,600,507 | 52,735 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,605,780 | 52,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,497,835 | 52,317 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,682,514 | 52,317 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,636,475 | 52,317 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,638,568 | 52,317 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,842,081 | 52,317 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||