Corient Private Wealth’s HBT Financial HBT Stock Holding History

Corient Private Wealth’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	–	Sell	-32,071	Closed	-$857K	–	3136
2026 Q1	$857K	Buy	32,071 +35	+0.1%	+$953	﹤0.01%	1740
2025 Q4	$828K	Buy	32,036 +14	+0%	+$346	﹤0.01%	1605
2025 Q3	$807K	Sell	32,022 -23	-0.1%	-$590	﹤0.01%	1531
2025 Q2	$808K	Buy	32,045 +5,210	+19%	+$122K	﹤0.01%	1464
2025 Q1	$601K	Hold	26,835	–	–	﹤0.01%	1511
2024 Q4	$588K	Hold	26,835	–	–	﹤0.01%	1528
2024 Q3	$587K	Hold	26,835	–	–	﹤0.01%	1650
2024 Q2	$548K	Buy	26,835 +1,835	+7%	+$35K	﹤0.01%	1592
2024 Q1	$476K	Buy	+25,000	New	+$487K	﹤0.01%	1653

Other funds holding HBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Corient Private Wealth's HBT Position: Q2 2026 in Review

Corient Private Wealth sold out of HBT Financial (HBT) in Q2 2026, closing a stake of 32,071 shares — an estimated $857K sold.

Corient Private Wealth first reported a position in HBT in Q1 2024 and held it in 9 quarters. The position peaked at $857K in Q1 2026. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

Corient Private Wealth reported no remaining HBT Financial position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 32,071 HBT Financial shares in Q2 2026, an estimated $857K.
Corient Private Wealth first reported a position in HBT Financial in Q1 2024 and held it in 9 quarters.
Corient Private Wealth's HBT Financial position peaked at $857K in Q1 2026.
128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.