Moss Adams Wealth Advisors LLC HTH HILLTOP HOLDINGS INC

Ownership history in Moss Adams Wealth Advisors LLC  ·  11 quarters on record

AI Ownership Summary

Moss Adams Wealth Advisors LLC reported HILLTOP HOLDINGS INC (HTH) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows HTH at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moss Adams Wealth Advisors LLC's position in HILLTOP HOLDINGS INC, 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 Q1

HTH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Moss Adams Wealth Advisors LLC held HTH — position size vs. price
% of Fund (quarterly)    HTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,526 0% 0.02% $305K 2026-04-23 $37.96
2025 Q4 ADDED 8,526 +26 +0.3% 0.02% $289K 2026-01-26 $35.74
2025 Q3 UNCHANGED 8,500 0% 0.02% $284K 2025-10-21 $31.83
2025 Q2 UNCHANGED 8,500 0% 0.02% $258K 2025-07-17 $30.85
2025 Q1 REDUCED 8,500 -8 -0.1% 0.03% $259K 2025-04-14 $27.80
2024 Q4 ADDED 8,508 +8 +0.1% 0.03% $244K 2025-01-15 $27.92
2024 Q3 UNCHANGED 8,500 0% 0.03% $273K 2024-10-18 $31.03
2024 Q2 UNCHANGED 8,500 0% 0.04% $266K 2024-07-23 $33.40
2024 Q1 UNCHANGED 8,500 0% 0.04% $266K 2024-05-07 $29.88
2023 Q4 UNCHANGED 8,500 0% 0.06% $299K 2024-02-06 $29.18
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moss Adams Wealth Advisors LLC and HTH

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

How long has Moss Adams Wealth Advisors LLC reported owning HTH?

Moss Adams Wealth Advisors LLC reported HTH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HTH position in Moss Adams Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for HTH was 0.06% in 2023 Q4.

What is the latest reported HTH position on this page?

The most recent filing on this page is 2026 Q1, when Moss Adams Wealth Advisors LLC reported 8,526 shares, equal to 0.02% of portfolio, with an estimated market value of $305K.

What does the chart on this HTH ownership page compare?

The chart compares Moss Adams Wealth Advisors LLC's quarterly HTH 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.

How well did Moss Adams Wealth Advisors LLC time their HTH position?

Based on 13F filing dates vs. subsequent HTH price moves, Moss Adams Wealth Advisors LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on HTH relative to SPY over the holding period was -11.5%.

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