Clearstead Advisors’s HBT Financial HBT Stock Holding History

Clearstead 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	–	Sell	-1	Closed	-$26	–	2508
2025 Q4	$26	Hold	1	–	–	﹤0.01%	2666
2025 Q3	$26	Buy	+1	New	+$26	﹤0.01%	3012

Other funds holding HBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Clearstead Advisors's HBT Position: Q1 2026 in Review

Clearstead Advisors sold out of HBT Financial (HBT) in Q1 2026, closing a stake of 1 share — an estimated $26 sold.

Clearstead Advisors first reported a position in HBT in Q3 2025 and held it in 2 quarters. The position peaked at $26 in Q4 2025. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Clearstead Advisors reported no remaining HBT Financial position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 1 HBT Financial share in Q1 2026, an estimated $26.
Clearstead Advisors first reported a position in HBT Financial in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's HBT Financial position peaked at $26 in Q4 2025.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.