CAPTRUST Financial Advisors
HBT icon

CAPTRUST Financial Advisors’s HBT Financial HBT Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		$2.54M Sell
95,191
-1,452
-2% -$39.5K ﹤0.01% 1091
2025
Q4 		$2.5M Buy
96,643
+65
+0.1% +$1.6K ﹤0.01% 983
2025
Q3 		$2.43M Buy
96,578
+272
+0.3% +$6.98K 0.01% 924
2025
Q2 		$2.43M Sell
96,306
-3,248
-3% -$76K 0.01% 894
2025
Q1 		$2.23M Buy
+99,554
New +$2.34M 0.01% 859
2023
Q4 		– Sell
-11,121
Closed -$203K – 2722
2023
Q3 		$203K Buy
+11,121
New +$212K ﹤0.01% 2284
2022
Q3 		– Sell
-424
Closed -$8K – 2919
2022
Q2 		$8K Hold
424
– – ﹤0.01% 3869
2022
Q1 		$8K Hold
424
– – ﹤0.01% 3911
2021
Q4 		$8K Hold
424
– – ﹤0.01% 3847
2021
Q3 		$7K Buy
424
+14
+3% +$226 ﹤0.01% 3807
2021
Q2 		$7K Sell
410
-14
-3% -$249 ﹤0.01% 3703
2021
Q1 		$7K Buy
+424
New +$6.88K ﹤0.01% 3598

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CAPTRUST Financial Advisors's HBT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its HBT Financial (HBT) stake by 1.5% in Q1 2026, selling an estimated $39.5K and leaving 95,191 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

CAPTRUST Financial Advisors first reported a position in HBT in Q1 2021 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • CAPTRUST Financial Advisors held 95,191 shares of HBT Financial worth $2.54M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,452 HBT Financial shares in Q1 2026, an estimated $39.5K.
  • HBT Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1091 holding.
  • CAPTRUST Financial Advisors first reported a position in HBT Financial in Q1 2021 and has held it in 12 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.