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 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 $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

Arax Advisory Partners's HBT Position: Q1 2026 in Review

Arax Advisory Partners increased its HBT Financial (HBT) stake by 36% in Q1 2026, buying an estimated $545 and bringing the position to 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Arax Advisory Partners first reported a position in HBT in Q2 2024 and has held it in 6 quarters since. The position peaked at $41.9K in Q3 2025. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Arax Advisory Partners held 75 shares of HBT Financial worth $2K as of Q1 2026.
Arax Advisory Partners bought 20 HBT Financial shares in Q1 2026, an estimated $545.
HBT Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3106 holding.
Arax Advisory Partners first reported a position in HBT Financial in Q2 2024 and has held it in 6 quarters since.
Arax Advisory Partners's HBT Financial position peaked at $41.9K in Q3 2025.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.