Creative Planning’s HBT Financial HBT Stock Holding History

Creative Planning’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	$396K	Buy	+12,376	New	+$356K	﹤0.01%	3368

Other funds holding HBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's HBT Position: Q2 2026 in Review

Creative Planning opened a new position in HBT Financial (HBT) in Q2 2026: 12,376 shares worth $396K. The stake represents ﹤0.01% of the portfolio and ranks #3368 among its holdings.

128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

Creative Planning held 12,376 shares of HBT Financial worth $396K as of Q2 2026.
HBT Financial was a new Creative Planning position in Q2 2026.
HBT Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3368 holding.
128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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