Cerity Partners

Cerity Partners’s HomeTrust Bancshares HTB Stock Holding History

Cerity Partners’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 Q1	$1.06M	Sell	24,953 -1,502	-6%	-$64.7K	﹤0.01%	1829
2025 Q4	$1.14M	Sell	26,455 -875	-3%	-$36.1K	﹤0.01%	1654
2025 Q3	$1.12M	Buy	27,330 +219	+0.8%	+$8.77K	﹤0.01%	1545
2025 Q2	$1.01M	Buy	27,111 +45	+0.2%	+$1.58K	﹤0.01%	1518
2025 Q1	$928K	Sell	27,066 -153	-0.6%	-$5.4K	﹤0.01%	1456
2024 Q4	$927K	Sell	27,219 -7	-0%	-$246	﹤0.01%	1456
2024 Q3	$928K	Buy	27,226 +12,280	+82%	+$414K	﹤0.01%	1432
2024 Q2	$449K	Sell	14,946 -12,757	-46%	-$344K	﹤0.01%	1597
2024 Q1	$757K	Buy	+27,703	New	+$728K	﹤0.01%	1407

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