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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
Q2 		$320 Buy
+10
New +$287 ﹤0.01% 3057
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clearstead Advisors's HBT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in HBT Financial (HBT) in Q2 2026: 10 shares worth $320. The stake represents ﹤0.01% of the portfolio and ranks #3057 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HBT as recently as Q4 2025.

Clearstead Advisors first reported a position in HBT in Q3 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Clearstead Advisors held 10 shares of HBT Financial worth $320 as of Q2 2026.
  • HBT Financial was a new Clearstead Advisors position in Q2 2026.
  • HBT Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3057 holding.
  • Clearstead Advisors first reported a position in HBT Financial in Q3 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.