AF
HBNC icon

Allworth Financial’s Horizon Bancorp HBNC Stock Holding History

Allworth Financial’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.7K Buy
1,252
+56
+5% +$959 ﹤0.01% 2971
2025
Q4 		$20.3K Buy
1,196
+180
+18% +$2.98K ﹤0.01% 2817
2025
Q3 		$16.3K Buy
1,016
+312
+44% +$5K ﹤0.01% 2831
2025
Q2 		$10.8K Buy
704
+476
+209% +$6.99K ﹤0.01% 2854
2025
Q1 		$3.38K Buy
228
+115
+102% +$1.87K ﹤0.01% 2978
2024
Q4 		$1.77K Hold
113
– – ﹤0.01% 3192
2024
Q3 		$1.76K Hold
113
– – ﹤0.01% 3018
2024
Q2 		$1.66K Hold
113
– – ﹤0.01% 2999
2024
Q1 		$1.45K Sell
113
-10
-8% -$128 ﹤0.01% 2945
2023
Q4 		$1.76K Buy
+123
New +$1.39K ﹤0.01% 2725
2023
Q2 		– Sell
-53
Closed -$587 – 3311
2023
Q1 		$587 Buy
53
+41
+342% +$589 ﹤0.01% 2812
2022
Q4 		$181 Sell
12
-120
-91% -$1.98K ﹤0.01% 2803
2022
Q3 		$2K Buy
+132
New +$2.48K ﹤0.01% 2150
2022
Q2 		– Sell
-1,355
Closed -$25K – 2558
2022
Q1 		$25K Buy
+1,355
New +$28.1K ﹤0.01% 1157

Other funds holding HBNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return