CA
HTB

CSM Advisors’s HomeTrust Bancshares HTB Stock Holding History

CSM Advisors’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 		$5.88M Buy
117,890
+19,695
+20% +$912K 0.13% 203
2026
Q1 		$4.19M Sell
98,195
-605
-0.6% -$26.1K 0.1% 228
2025
Q4 		$4.24M Buy
98,800
+145
+0.1% +$5.99K 0.12% 199
2025
Q3 		$4.04M Sell
98,655
-3,215
-3% -$129K 0.11% 214
2025
Q2 		$3.81M Buy
+101,870
New +$3.58M 0.11% 221

Other funds holding HTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CSM Advisors's HTB Position: Q2 2026 in Review

CSM Advisors increased its HomeTrust Bancshares (HTB) stake by 20% in Q2 2026, buying an estimated $912K and bringing the position to 117,890 shares worth $5.88M. The position accounts for 0.13% of the portfolio, ranked #203.

CSM Advisors first reported a position in HTB in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • CSM Advisors held 117,890 shares of HomeTrust Bancshares worth $5.88M as of Q2 2026.
  • CSM Advisors bought 19,695 HomeTrust Bancshares shares in Q2 2026, an estimated $912K.
  • HomeTrust Bancshares made up 0.13% of CSM Advisors's portfolio in Q2 2026, its #203 holding.
  • CSM Advisors first reported a position in HomeTrust Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.