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
Q2 		$1K Buy
24
+18
+300% +$517 ﹤0.01% 2181
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Covestor's HBT Position: Q2 2026 in Review

Covestor increased its HBT Financial (HBT) stake by 300% in Q2 2026, buying an estimated $517 and bringing the position to 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Covestor first reported a position in HBT in Q3 2022 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Covestor held 24 shares of HBT Financial worth $1K as of Q2 2026.
  • Covestor bought 18 HBT Financial shares in Q2 2026, an estimated $517.
  • HBT Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2181 holding.
  • Covestor first reported a position in HBT Financial in Q3 2022 and has held it in 12 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.