Cerity Partners
HTB icon

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
Q2 		$1.23M Sell
24,614
-339
-1% -$15.7K ﹤0.01% 1876
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

Other funds holding HTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FJ Capital Management
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cerity Partners's HTB Position: Q2 2026 in Review

Cerity Partners reduced its HomeTrust Bancshares (HTB) stake by 1.4% in Q2 2026, selling an estimated $15.7K and leaving 24,614 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Cerity Partners first reported a position in HTB in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Cerity Partners held 24,614 shares of HomeTrust Bancshares worth $1.23M as of Q2 2026.
  • Cerity Partners sold 339 HomeTrust Bancshares shares in Q2 2026, an estimated $15.7K.
  • HomeTrust Bancshares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1876 holding.
  • Cerity Partners first reported a position in HomeTrust Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.