CIA
HTB

Concurrent Investment Advisors’s HomeTrust Bancshares HTB Stock Holding History

Concurrent Investment 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 		$774K Hold
15,510
– – 0.01% 1154
2026
Q1 		$662K Hold
15,510
– – 0.01% 1085
2025
Q4 		$666K Buy
15,510
+3,162
+26% +$131K 0.01% 1025
2025
Q3 		$506K Hold
12,348
– – 0.01% 906
2025
Q2 		$462K Hold
12,348
– – 0.01% 879
2025
Q1 		$423K Buy
+12,348
New +$436K 0.01% 795

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
FCM
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 $3.37T AUM 44.26% 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

Concurrent Investment Advisors's HTB Position: Q2 2026 in Review

Concurrent Investment Advisors held its HomeTrust Bancshares (HTB) position steady in Q2 2026 at 15,510 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #1154.

Concurrent Investment Advisors first reported a position in HTB in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Concurrent Investment Advisors held 15,510 shares of HomeTrust Bancshares worth $774K as of Q2 2026.
  • Concurrent Investment Advisors left its HomeTrust Bancshares share count unchanged in Q2 2026.
  • HomeTrust Bancshares made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1154 holding.
  • Concurrent Investment Advisors first reported a position in HomeTrust Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.