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Allworth Financial’s HBT Financial HBT Stock Holding History

Allworth Financial’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
Q2 		$4.67K Sell
146
-199
-58% -$5.72K ﹤0.01% 4151
2026
Q1 		$9.22K Buy
345
+323
+1,468% +$8.8K ﹤0.01% 3563
2025
Q4 		$569 Sell
22
-16
-42% -$395 ﹤0.01% 4500
2025
Q3 		$958 Buy
38
+29
+322% +$744 ﹤0.01% 4265
2025
Q2 		$227 Buy
+9
New +$211 ﹤0.01% 4296

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's HBT Position: Q2 2026 in Review

Allworth Financial reduced its HBT Financial (HBT) stake by 58% in Q2 2026, selling an estimated $5.72K and leaving 146 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

Allworth Financial first reported a position in HBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.22K in Q1 2026. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Allworth Financial held 146 shares of HBT Financial worth $4.67K as of Q2 2026.
  • Allworth Financial sold 199 HBT Financial shares in Q2 2026, an estimated $5.72K.
  • HBT Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4151 holding.
  • Allworth Financial first reported a position in HBT Financial in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's HBT Financial position peaked at $9.22K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.