Adage Capital Partners
HBT icon

Adage Capital Partners’s HBT Financial HBT Stock Holding History

Adage Capital Partners’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9M Buy
445,780
+188,201
+73% +$5.13M 0.02% 649
2025
Q4 		$6.66M Buy
257,579
+87,085
+51% +$2.15M 0.01% 728
2025
Q3 		$4.3M Buy
170,494
+52,671
+45% +$1.35M 0.01% 749
2025
Q2 		$2.97M Sell
117,823
-160,336
-58% -$3.75M 0.01% 744
2025
Q1 		$6.23M Buy
278,159
+30,467
+12% +$717K 0.01% 671
2024
Q4 		$5.42M Sell
247,692
-17,604
-7% -$401K 0.01% 709
2024
Q3 		$5.8M Sell
265,296
-308,354
-54% -$6.75M 0.01% 699
2024
Q2 		$11.7M Sell
573,650
-6,215
-1% -$118K 0.02% 567
2024
Q1 		$11M Sell
579,865
-112,856
-16% -$2.2M 0.02% 581
2023
Q4 		$14.6M Sell
692,721
-80,131
-10% -$1.54M 0.03% 514
2023
Q3 		$14.1M Sell
772,852
-1,041
-0.1% -$19.8K 0.03% 489
2023
Q2 		$14.3M Buy
773,893
+40,791
+6% +$747K 0.03% 493
2023
Q1 		$14.5M Buy
733,102
+144,569
+25% +$3.02M 0.03% 521
2022
Q4 		$11.5M Buy
588,533
+123,392
+27% +$2.43M 0.03% 602
2022
Q3 		$8.44M Buy
465,141
+19,471
+4% +$354K 0.02% 682
2022
Q2 		$7.96M Hold
445,670
– – 0.02% 727
2022
Q1 		$8.1M Buy
445,670
+3,528
+0.8% +$67.1K 0.02% 748
2021
Q4 		$8.28M Hold
442,142
– – 0.01% 745
2021
Q3 		$6.88M Buy
442,142
+6,125
+1% +$99K 0.01% 787
2021
Q2 		$7.59M Sell
436,017
-13,983
-3% -$248K 0.01% 765
2021
Q1 		$7.7M Buy
450,000
+77,753
+21% +$1.26M 0.02% 738
2020
Q4 		$5.64M Sell
372,247
-69,636
-16% -$945K 0.01% 677
2020
Q3 		$4.96M Hold
441,883
– – 0.01% 639
2020
Q2 		$5.89M Hold
441,883
– – 0.02% 600
2020
Q1 		$4.65M Buy
441,883
+31,883
+8% +$523K 0.01% 578
2019
Q4 		$7.79M Buy
+410,000
New +$6.99M 0.02% 571

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Adage Capital Partners's HBT Position: Q1 2026 in Review

Adage Capital Partners increased its HBT Financial (HBT) stake by 73% in Q1 2026, buying an estimated $5.13M and bringing the position to 445,780 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #649.

Adage Capital Partners first reported a position in HBT in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.6M in Q4 2023. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Adage Capital Partners held 445,780 shares of HBT Financial worth $11.9M as of Q1 2026.
  • Adage Capital Partners bought 188,201 HBT Financial shares in Q1 2026, an estimated $5.13M.
  • HBT Financial made up 0.02% of Adage Capital Partners's portfolio in Q1 2026, its #649 holding.
  • Adage Capital Partners first reported a position in HBT Financial in Q4 2019 and has held it in 26 quarters since.
  • Adage Capital Partners's HBT Financial position peaked at $14.6M in Q4 2023.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.