Avion Wealth’s HBT Financial HBT Stock Holding History

Avion Wealth’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
2025 Q2	–	Sell	-13	Closed	–	–	1350
2025 Q1	$0	Buy	+13	New	+$306	﹤0.01%	1169
2023 Q4	–	Sell	-28	Closed	–	–	1187
2023 Q3	$0	Buy	+28	New	+$533	﹤0.01%	973

Other funds holding HBT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Avion Wealth's HBT Position: Q2 2025 in Review

Avion Wealth sold out of HBT Financial (HBT) in Q2 2025, closing a stake of 13 shares.

Avion Wealth first reported a position in HBT in Q3 2023 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 106 funds tracked by Wall St. Rank hold HBT as of Q2 2025.

Avion Wealth reported no remaining HBT Financial position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 13 HBT Financial shares in Q2 2025.
Avion Wealth first reported a position in HBT Financial in Q3 2023 and held it in 2 quarters.
Avion Wealth's HBT Financial position peaked at $0 in Q1 2025.
106 funds tracked by Wall St. Rank held HBT Financial as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.