Creative Planning
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Creative Planning’s Horizon Bancorp HBNC Stock Holding History

Creative Planning’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Buy
140,056
+4,558
+3% +$83.9K ﹤0.01% 1836
2026
Q1 		$2.25M Sell
135,498
-7,502
-5% -$128K ﹤0.01% 1808
2025
Q4 		$2.43M Sell
143,000
-2,125
-1% -$35.2K ﹤0.01% 1577
2025
Q3 		$2.32M Buy
145,125
+30,000
+26% +$480K ﹤0.01% 1427
2025
Q2 		$1.77M Buy
115,125
+53,924
+88% +$792K ﹤0.01% 1416
2025
Q1 		$923K Buy
61,201
+4,388
+8% +$71.2K ﹤0.01% 1779
2024
Q4 		$915K Buy
56,813
+1,134
+2% +$19K ﹤0.01% 1706
2024
Q3 		$866K Buy
55,679
+4,155
+8% +$61.9K ﹤0.01% 1627
2024
Q2 		$637K Buy
51,524
+9,183
+22% +$110K ﹤0.01% 1763
2024
Q1 		$543K Buy
42,341
+9,426
+29% +$120K ﹤0.01% 1801
2023
Q4 		$471K Buy
32,915
+933
+3% +$10.5K ﹤0.01% 1751
2023
Q3 		$342K Buy
31,982
+12,935
+68% +$145K ﹤0.01% 1824
2023
Q2 		$198K Sell
19,047
-6,379
-25% -$63.3K ﹤0.01% 2218
2023
Q1 		$281K Buy
25,426
+785
+3% +$11.3K ﹤0.01% 1868
2022
Q4 		$372K Buy
24,641
+4,232
+21% +$69.8K ﹤0.01% 1585
2022
Q3 		$367K Buy
20,409
+2,091
+11% +$39.3K ﹤0.01% 1523
2022
Q2 		$319K Buy
18,318
+363
+2% +$6.46K ﹤0.01% 1569
2022
Q1 		$335K Buy
17,955
+3,375
+23% +$70K ﹤0.01% 1554
2021
Q4 		$304K Hold
14,580
– – ﹤0.01% 1610
2021
Q3 		$265K Hold
14,580
– – ﹤0.01% 1670
2021
Q2 		$254K Buy
+14,580
New +$266K ﹤0.01% 1649

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Creative Planning's HBNC Position: Q2 2026 in Review

Creative Planning increased its Horizon Bancorp (HBNC) stake by 3.4% in Q2 2026, buying an estimated $83.9K and bringing the position to 140,056 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Creative Planning first reported a position in HBNC in Q2 2021 and has held it in 21 quarters since. 205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Creative Planning held 140,056 shares of Horizon Bancorp worth $2.8M as of Q2 2026.
  • Creative Planning bought 4,558 Horizon Bancorp shares in Q2 2026, an estimated $83.9K.
  • Horizon Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1836 holding.
  • Creative Planning first reported a position in Horizon Bancorp in Q2 2021 and has held it in 21 quarters since.
  • 205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.