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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ameriprise's HBT Position: Q1 2026 in Review

Ameriprise reduced its HBT Financial (HBT) stake by 58% in Q1 2026, selling an estimated $577K and leaving 15,419 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #3658.

Ameriprise first reported a position in HBT in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.1M in Q2 2025. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Ameriprise held 15,419 shares of HBT Financial worth $412K as of Q1 2026.
Ameriprise sold 21,190 HBT Financial shares in Q1 2026, an estimated $577K.
HBT Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3658 holding.
Ameriprise first reported a position in HBT Financial in Q4 2019 and has held it in 9 quarters since.
Ameriprise's HBT Financial position peaked at $1.1M in Q2 2025.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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