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Arete Wealth Advisors’s Horizon Bancorp HBNC Stock Holding History

Arete Wealth Advisors’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
+10,729
New +$197K 0.01% 332

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Arete Wealth Advisors's HBNC Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Horizon Bancorp (HBNC) in Q2 2026: 10,729 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Arete Wealth Advisors held 10,729 shares of Horizon Bancorp worth $214K as of Q2 2026.
  • Horizon Bancorp was a new Arete Wealth Advisors position in Q2 2026.
  • Horizon Bancorp made up 0.01% of Arete Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • 205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.