CX Institutional’s Horizon Bancorp HBNC Stock Holding History

CX Institutional’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	$168K	Buy	8,430 +74	+0.9%	+$1.36K	﹤0.01%	771
2026 Q1	$138K	Buy	8,356 +75	+0.9%	+$1.28K	﹤0.01%	797
2025 Q4	$140K	Sell	8,281 -904	-10%	-$15K	﹤0.01%	790
2025 Q3	$147K	Sell	9,185 -969	-10%	-$15.5K	﹤0.01%	766
2025 Q2	$156K	Hold	10,154	–	–	0.01%	690
2025 Q1	$153K	Buy	+10,154	New	+$165K	0.01%	668
2022 Q3	–	Sell	-5,000	Closed	-$87K	–	752
2022 Q2	$87K	Buy	+5,000	New	+$89K	0.01%	571
2021 Q4	–	Sell	-5,000	Closed	-$91K	–	581
2021 Q3	$91K	Hold	5,000	–	–	0.01%	466
2021 Q2	$87K	Hold	5,000	–	–	0.01%	454
2021 Q1	$93K	Sell	5,000 -4,186	-46%	-$74.4K	0.01%	388
2020 Q4	$145K	Sell	9,186 -3,774	-29%	-$51.7K	0.01%	313
2020 Q3	$130K	Sell	12,960 -6,308	-33%	-$65.5K	0.01%	289
2020 Q2	$204K	Sell	19,268 -44,038	-70%	-$449K	0.03%	239
2020 Q1	$624K	Hold	63,306	–	–	0.1%	157
2019 Q4	$1.2M	Hold	63,306	–	–	0.21%	100
2019 Q3	$1.1M	Hold	63,306	–	–	0.18%	117
2019 Q2	$1.03M	Hold	63,306	–	–	0.16%	128
2019 Q1	$1.02M	Hold	63,306	–	–	0.18%	128
2018 Q4	$999K	Hold	63,306	–	–	0.21%	87
2018 Q3	$1.25M	Buy	63,306 +8,768	+16%	+$180K	0.41%	78
2018 Q2	$1.13M	Buy	+54,538	New	+$1.11M	0.42%	76

Other funds holding HBNC

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return