Beese Fulmer Investment Management’s HomeTrust Bancshares HTB Stock Holding History

Beese Fulmer Investment Management’s Portfolio HTB Stock Details HTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	5,676 +74	+1%	+$3.43K	0.02%	318
2026 Q1	$239K	Sell	5,602 -84	-1%	-$3.62K	0.02%	372
2025 Q4	$244K	Sell	5,686 -14	-0.2%	-$578	0.02%	340
2025 Q3	$233K	Sell	5,700 -1,100	-16%	-$44K	0.02%	269
2025 Q2	$254K	Hold	6,800	–	–	0.02%	252
2025 Q1	$233K	Hold	6,800	–	–	0.02%	221
2024 Q4	$229K	Hold	6,800	–	–	0.02%	208
2024 Q3	$232K	Hold	6,800	–	–	0.02%	211
2024 Q2	$204K	Sell	6,800 -930	-12%	-$25.1K	0.02%	214
2024 Q1	$211K	Hold	7,730	–	–	0.02%	214
2023 Q4	$208K	Buy	+7,730	New	+$177K	0.02%	214
2022 Q2	–	Sell	-7,330	Closed	-$216K	–	236
2022 Q1	$216K	Hold	7,330	–	–	0.02%	217
2021 Q4	$227K	Hold	7,330	–	–	0.02%	218
2021 Q3	$205K	Buy	+7,330	New	+$202K	0.02%	226
2020 Q3	–	Sell	-5,300	Closed	-$85K	–	559
2020 Q2	$85K	Buy	+5,300	New	+$79.7K	0.01%	260

Other funds holding HTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Beese Fulmer Investment Management's HTB Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its HomeTrust Bancshares (HTB) stake by 1.3% in Q2 2026, buying an estimated $3.43K and bringing the position to 5,676 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #318.

Beese Fulmer Investment Management first reported a position in HTB in Q2 2020 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

Beese Fulmer Investment Management held 5,676 shares of HomeTrust Bancshares worth $283K as of Q2 2026.
Beese Fulmer Investment Management bought 74 HomeTrust Bancshares shares in Q2 2026, an estimated $3.43K.
HomeTrust Bancshares made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #318 holding.
Beese Fulmer Investment Management first reported a position in HomeTrust Bancshares in Q2 2020 and has held it in 15 quarters since.
172 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.