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 Q3	$160K	Buy	8,496 +66	+0.8%	+$1.31K	﹤0.01%	789
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CX Institutional's HBNC Position: Q3 2026 in Review

CX Institutional increased its Horizon Bancorp (HBNC) stake by 0.78% in Q3 2026, buying an estimated $1.31K and bringing the position to 8,496 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

CX Institutional first reported a position in HBNC in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.25M in Q3 2018. 14 funds tracked by Wall St. Rank hold HBNC as of Q3 2026.

CX Institutional held 8,496 shares of Horizon Bancorp worth $160K as of Q3 2026.
CX Institutional bought 66 Horizon Bancorp shares in Q3 2026, an estimated $1.31K.
Horizon Bancorp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #789 holding.
CX Institutional first reported a position in Horizon Bancorp in Q2 2018 and has held it in 22 quarters since.
CX Institutional's Horizon Bancorp position peaked at $1.25M in Q3 2018.
14 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.