C
HBT icon

Covestor’s HBT Financial HBT Stock Holding History

Covestor’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 		$0 Buy
6
+3
+100% +$82 ﹤0.01% 2471
2025
Q4 		$0 Buy
3
+1
+50% +$25 ﹤0.01% 2450
2025
Q3 		$0 Buy
+2
New +$51 ﹤0.01% 2472
2025
Q2 		– Sell
-9
Closed -$211 – 2427
2025
Q1 		$0 Hold
9
– – ﹤0.01% 2431
2024
Q4 		$0 Buy
9
+4
+80% +$91 ﹤0.01% 2442
2024
Q3 		$0 Hold
5
– – ﹤0.01% 2425
2024
Q2 		$0 Buy
+5
New +$95 ﹤0.01% 2439
2023
Q3 		– Sell
-5
Closed -$95 – 2340
2023
Q2 		$0 Sell
5
-5
-50% -$92 ﹤0.01% 2339
2023
Q1 		$0 Hold
10
– – ﹤0.01% 2246
2022
Q4 		$0 Buy
10
+4
+67% +$79 ﹤0.01% 2270
2022
Q3 		$0 Buy
+6
New +$109 ﹤0.01% 2237

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Covestor's HBT Position: Q1 2026 in Review

Covestor increased its HBT Financial (HBT) stake by 100% in Q1 2026, buying an estimated $82 and bringing the position to 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Covestor first reported a position in HBT in Q3 2022 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Covestor held 6 shares of HBT Financial worth $0 as of Q1 2026.
  • Covestor bought 3 HBT Financial shares in Q1 2026, an estimated $82.
  • HBT Financial made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2471 holding.
  • Covestor first reported a position in HBT Financial in Q3 2022 and has held it in 11 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.