BFIM
HTB

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

PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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. 31 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.
  • 31 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.