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Elser Financial Planning’s Horizon Bancorp HBNC Stock Holding History

Elser Financial Planning’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
2025
Q3 		– Sell
-11,109
Closed -$171K – 72
2025
Q2 		$171K Hold
11,109
– – 0.21% 68
2025
Q1 		$168K Hold
11,109
– – 0.23% 66
2024
Q4 		$179K Hold
11,109
– – 0.01% 109
2024
Q3 		$173K Hold
11,109
– – 0.25% 62
2024
Q2 		$137K Buy
+11,109
New +$134K 0.02% 98

Other funds holding HBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Elser Financial Planning's HBNC Position: Q3 2025 in Review

Elser Financial Planning sold out of Horizon Bancorp (HBNC) in Q3 2025, closing a stake of 11,109 shares — an estimated $171K sold.

Elser Financial Planning first reported a position in HBNC in Q2 2024 and held it in 5 quarters. The position peaked at $179K in Q4 2024. 209 funds tracked by Wall St. Rank hold HBNC as of Q3 2025.

  • Elser Financial Planning reported no remaining Horizon Bancorp position as of Q3 2025 after selling out during the quarter.
  • Elser Financial Planning sold 11,109 Horizon Bancorp shares in Q3 2025, an estimated $171K.
  • Elser Financial Planning first reported a position in Horizon Bancorp in Q2 2024 and held it in 5 quarters.
  • Elser Financial Planning's Horizon Bancorp position peaked at $179K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2025.

Based on Elser Financial Planning's 13F filing for Q3 2025, filed 24 Oct 2025.