Creative Planning’s HomeTrust Bancshares HTB Stock Holding History

Creative Planning’s Portfolio HTB Stock Details HTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	20,580 +1,660	+9%	+$76.9K	﹤0.01%	2618
2026 Q1	$807K	Buy	18,920 +222	+1%	+$9.56K	﹤0.01%	2637
2025 Q4	$803K	Sell	18,698 -1,785	-9%	-$73.7K	﹤0.01%	2458
2025 Q3	$839K	Buy	20,483 +4,855	+31%	+$194K	﹤0.01%	2288
2025 Q2	$585K	Buy	15,628 +1,717	+12%	+$60.3K	﹤0.01%	2322
2025 Q1	$477K	Buy	13,911 +1,060	+8%	+$37.4K	﹤0.01%	2330
2024 Q4	$433K	Buy	12,851 +5,032	+64%	+$177K	﹤0.01%	2359
2024 Q3	$266K	Buy	+7,819	New	+$264K	﹤0.01%	2616
2018 Q1	–	Sell	-70,500	Closed	-$1.81M	–	2138
2017 Q4	$1.81M	Sell	70,500 -3,000	-4%	-$78.8K	0.01%	491
2017 Q3	$1.89M	Sell	73,500 -4,000	-5%	-$95.5K	0.01%	480
2017 Q2	$1.89M	Hold	77,500	–	–	0.01%	451
2017 Q1	$1.82M	Hold	77,500	–	–	0.01%	458
2016 Q4	$2.01M	Sell	77,500 -2,000	-3%	-$43.5K	0.01%	404
2016 Q3	$1.47M	Hold	79,500	–	–	0.01%	466
2016 Q2	$1.47M	Hold	79,500	–	–	0.01%	414
2016 Q1	$1.46M	Hold	79,500	–	–	0.01%	392
2015 Q4	$1.61M	Sell	79,500 -5,500	-6%	-$108K	0.01%	360
2015 Q3	$1.58M	Sell	85,000 -2,000	-2%	-$35.6K	0.01%	352
2015 Q2	$1.46M	Buy	+87,000	New	+$1.39M	0.01%	368

Other funds holding HTB

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

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

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's HTB Position: Q2 2026 in Review

Creative Planning increased its HomeTrust Bancshares (HTB) stake by 8.8% in Q2 2026, buying an estimated $76.9K and bringing the position to 20,580 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Creative Planning first reported a position in HTB in Q2 2015 and has held it in 19 quarters since. The position peaked at $2.01M in Q4 2016. 173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

Creative Planning held 20,580 shares of HomeTrust Bancshares worth $1.03M as of Q2 2026.
Creative Planning bought 1,660 HomeTrust Bancshares shares in Q2 2026, an estimated $76.9K.
HomeTrust Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2618 holding.
Creative Planning first reported a position in HomeTrust Bancshares in Q2 2015 and has held it in 19 quarters since.
Creative Planning's HomeTrust Bancshares position peaked at $2.01M in Q4 2016.
173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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