Creative Planning
HBNC icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return