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Axxcess Wealth Management’s Horizon Bancorp HBNC Stock Holding History

Axxcess Wealth Management’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 		$225K Buy
+11,286
New +$208K ﹤0.01% 966
2026
Q1 		– Sell
-11,286
Closed -$191K – 650
2025
Q4 		$191K Hold
11,286
– – ﹤0.01% 1000
2025
Q3 		$181K Hold
11,286
– – ﹤0.01% 900
2025
Q2 		$174K Hold
11,286
– – ﹤0.01% 855
2025
Q1 		$170K Hold
11,286
– – ﹤0.01% 818
2024
Q4 		$182K Sell
11,286
-4,237
-27% -$71.1K ﹤0.01% 825
2024
Q3 		$241K Hold
15,523
– – 0.01% 770
2024
Q2 		$192K Hold
15,523
– – 0.01% 805
2024
Q1 		$199K Buy
15,523
+4,943
+47% +$63.1K 0.01% 823
2023
Q4 		$151K Sell
10,580
-4,943
-32% -$55.8K ﹤0.01% 801
2023
Q3 		$166K Buy
+15,523
New +$174K 0.01% 751

Other funds holding HBNC

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Axxcess Wealth Management's HBNC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Horizon Bancorp (HBNC) in Q2 2026: 11,286 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HBNC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HBNC in Q3 2023 and has held it in 11 quarters since. The position peaked at $241K in Q3 2024. 40 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Axxcess Wealth Management held 11,286 shares of Horizon Bancorp worth $225K as of Q2 2026.
  • Horizon Bancorp was a new Axxcess Wealth Management position in Q2 2026.
  • Horizon Bancorp made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #966 holding.
  • Axxcess Wealth Management first reported a position in Horizon Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Axxcess Wealth Management's Horizon Bancorp position peaked at $241K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.