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B.O.S.S. Retirement Advisors’s Horizon Bancorp HBNC Stock Holding History

B.O.S.S. Retirement 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 		$625K Hold
31,276
– – 0.17% 82
2026
Q1 		$518K Buy
+31,276
New +$536K 0.16% 89
2025
Q4 		– Sell
-16,839
Closed -$270K – 186
2025
Q3 		$270K Buy
+16,839
New +$270K 0.06% 160

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

B.O.S.S. Retirement Advisors's HBNC Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors held its Horizon Bancorp (HBNC) position steady in Q2 2026 at 31,276 shares worth $625K. The position accounts for 0.17% of the portfolio, ranked #82.

B.O.S.S. Retirement Advisors first reported a position in HBNC in Q3 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 31,276 shares of Horizon Bancorp worth $625K as of Q2 2026.
  • B.O.S.S. Retirement Advisors left its Horizon Bancorp share count unchanged in Q2 2026.
  • Horizon Bancorp made up 0.17% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #82 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Horizon Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.