Ameriprise
HBT icon

Ameriprise’s HBT Financial HBT Stock Holding History

Ameriprise’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 		$238K Sell
7,446
-7,973
-52% -$229K ﹤0.01% 3911
2026
Q1 		$412K Sell
15,419
-21,190
-58% -$577K ﹤0.01% 3658
2025
Q4 		$946K Sell
36,609
-5,575
-13% -$138K ﹤0.01% 3369
2025
Q3 		$1.06M Sell
42,184
-1,290
-3% -$33.1K ﹤0.01% 3330
2025
Q2 		$1.1M Buy
43,474
+20,100
+86% +$471K ﹤0.01% 3234
2025
Q1 		$524K Buy
+23,374
New +$550K ﹤0.01% 3467
2020
Q4 		– Sell
-10,926
Closed -$123K – 3792
2020
Q3 		$123K Sell
10,926
-15,373
-58% -$188K ﹤0.01% 3621
2020
Q2 		$351K Buy
26,299
+4,399
+20% +$52.7K ﹤0.01% 3308
2020
Q1 		$231K Buy
21,900
+7,300
+50% +$120K ﹤0.01% 3394
2019
Q4 		$277K Buy
+14,600
New +$249K ﹤0.01% 3502

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

Ameriprise's HBT Position: Q2 2026 in Review

Ameriprise reduced its HBT Financial (HBT) stake by 52% in Q2 2026, selling an estimated $229K and leaving 7,446 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3911.

Ameriprise first reported a position in HBT in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.1M in Q2 2025. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Ameriprise held 7,446 shares of HBT Financial worth $238K as of Q2 2026.
  • Ameriprise sold 7,973 HBT Financial shares in Q2 2026, an estimated $229K.
  • HBT Financial made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3911 holding.
  • Ameriprise first reported a position in HBT Financial in Q4 2019 and has held it in 10 quarters since.
  • Ameriprise's HBT Financial position peaked at $1.1M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.