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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
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 $5.72T AUM 30.48% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Allworth Financial's HBT Position: Q1 2026 in Review

Allworth Financial increased its HBT Financial (HBT) stake by 1,468% in Q1 2026, buying an estimated $8.8K and bringing the position to 345 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

Allworth Financial first reported a position in HBT in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Allworth Financial held 345 shares of HBT Financial worth $9.22K as of Q1 2026.
  • Allworth Financial bought 323 HBT Financial shares in Q1 2026, an estimated $8.8K.
  • HBT Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3563 holding.
  • Allworth Financial first reported a position in HBT Financial in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.