CA
HTB

Clearstead Advisors’s HomeTrust Bancshares HTB Stock Holding History

Clearstead Advisors’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 		$400 Buy
+8
New +$371 ﹤0.01% 2992
2026
Q1 		– Sell
-1
Closed -$43 – 2900
2025
Q4 		$43 Sell
1
-70
-99% -$2.89K ﹤0.01% 2624
2025
Q3 		$2.91K Buy
71
+1
+1% +$40 ﹤0.01% 2341
2025
Q2 		$2.62K Buy
+70
New +$2.46K ﹤0.01% 2267

Other funds holding HTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Clearstead Advisors's HTB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in HomeTrust Bancshares (HTB) in Q2 2026: 8 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #2992 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HTB as recently as Q4 2025.

Clearstead Advisors first reported a position in HTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.91K in Q3 2025. 54 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Clearstead Advisors held 8 shares of HomeTrust Bancshares worth $400 as of Q2 2026.
  • HomeTrust Bancshares was a new Clearstead Advisors position in Q2 2026.
  • HomeTrust Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2992 holding.
  • Clearstead Advisors first reported a position in HomeTrust Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's HomeTrust Bancshares position peaked at $2.91K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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