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 Q1	$857K	Sell	32,071 -32,001	-50%	-$871K	﹤0.01%	1740
2025 Q4	$1.66M	Buy	64,072 +32,050	+100%	+$791K	﹤0.01%	1621
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 $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

Corient Private Wealth's HBT Position: Q1 2026 in Review

Corient Private Wealth reduced its HBT Financial (HBT) stake by 50% in Q1 2026, selling an estimated $871K and leaving 32,071 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Corient Private Wealth first reported a position in HBT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q4 2025. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Corient Private Wealth held 32,071 shares of HBT Financial worth $857K as of Q1 2026.
Corient Private Wealth sold 32,001 HBT Financial shares in Q1 2026, an estimated $871K.
HBT Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1740 holding.
Corient Private Wealth first reported a position in HBT Financial in Q1 2024 and has held it in 9 quarters since.
Corient Private Wealth's HBT Financial position peaked at $1.66M in Q4 2025.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.