Arax Advisory Partners’s HBT Financial HBT Stock Holding History

Arax Advisory Partners’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	$23.4K	Buy	732 +657	+876%	+$18.9K	﹤0.01%	3850
2026 Q1	$2K	Buy	75 +20	+36%	+$545	﹤0.01%	3106
2025 Q4	$1.42K	Sell	55 -1,607	-97%	-$39.7K	﹤0.01%	3386
2025 Q3	$41.9K	Buy	1,662 +1,607	+2,922%	+$41.2K	﹤0.01%	1911
2025 Q2	$1.39K	Buy	+55	New	+$1.29K	﹤0.01%	2676
2024 Q4	–	Sell	-98	Closed	-$2.15K	–	2554
2024 Q3	$2.15K	Hold	98	–	–	﹤0.01%	2037
2024 Q2	$2K	Buy	+98	New	+$1.87K	﹤0.01%	1968

Other funds holding HBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arax Advisory Partners's HBT Position: Q2 2026 in Review

Arax Advisory Partners increased its HBT Financial (HBT) stake by 876% in Q2 2026, buying an estimated $18.9K and bringing the position to 732 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Arax Advisory Partners first reported a position in HBT in Q2 2024 and has held it in 7 quarters since. The position peaked at $41.9K in Q3 2025. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

Arax Advisory Partners held 732 shares of HBT Financial worth $23.4K as of Q2 2026.
Arax Advisory Partners bought 657 HBT Financial shares in Q2 2026, an estimated $18.9K.
HBT Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3850 holding.
Arax Advisory Partners first reported a position in HBT Financial in Q2 2024 and has held it in 7 quarters since.
Arax Advisory Partners's HBT Financial position peaked at $41.9K in Q3 2025.
128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.