Hilltop National Bank PMO — PUTNAM MUN OPPORTU

Ownership history in Hilltop National Bank  ·  9 quarters on record

AI Ownership Summary

Hilltop National Bank reported PUTNAM MUN OPPORTU (PMO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows PMO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in PUTNAM MUN OPPORTU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PMO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PMO stock page Hilltop National Bank fund profile Hilltop National Bank full holdings
How Hilltop National Bank held PMO — position size vs. price
% of Fund (quarterly)    PMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 780 — 0% 0.00% $8K 2026-07-02 $10.67
2026 Q1 UNCHANGED — — — 780 — 0% 0.00% $8K 2026-04-02 $9.96
2025 Q4 UNCHANGED — — — 780 — 0% 0.00% $8K 2026-01-07 $10.38
2025 Q3 UNCHANGED — — — 780 — 0% 0.00% $8K 2025-10-08 $9.92
2025 Q2 UNCHANGED — — — 780 — 0% 0.00% $8K 2025-07-21 $9.31
2024 Q4 UNCHANGED — — — 780 — 0% 0.00% $8K 2025-01-10 $9.26
2024 Q3 UNCHANGED — — — 780 — 0% 0.00% $9K 2024-10-15 $9.88
2024 Q2 UNCHANGED — — — 780 — 0% 0.00% $8K 2024-07-10 $9.29
2024 Q1 INITIATED — — — 780 — — 0.00% $8K 2024-05-06 $8.91

🏢 Other funds also holding PMO

As of 2026 Q2 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 2.61% Worthington Financial Partners, LLC 1.18% Noble Wealth Management PBC 0.39% Nova R Wealth, Inc. 3Y 0.29% Hennion & Walsh Asset Management, Inc. 3Y 0.17% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.13% Smith Asset Management Co., LLC 0.1% Successful Portfolios LLC 3Y 7Y 0.07% Cyndeo Wealth Partners, LLC 3Y 0.02% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.02%

FAQ About Hilltop National Bank and PMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hilltop National Bank reported owning PMO?

Hilltop National Bank reported PMO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PMO position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for PMO was 0.00% in 2024 Q1.

What is the latest reported PMO position on this page?

The most recent filing on this page is 2026 Q2, when Hilltop National Bank reported 780 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this PMO ownership page compare?

The chart compares Hilltop National Bank's quarterly PMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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