EWM
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Empirical Wealth Management’s HBT Financial HBT Stock Holding History

Empirical Wealth Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938K Buy
29,313
+3,797
+15% +$109K 0.01% 429
2026
Q1 		$682K Buy
25,516
+3,640
+17% +$99.1K 0.01% 459
2025
Q4 		$565K Buy
21,876
+2,669
+14% +$65.9K 0.01% 468
2025
Q3 		$484K Buy
+19,207
New +$493K 0.01% 480

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Empirical Wealth Management's HBT Position: Q2 2026 in Review

Empirical Wealth Management increased its HBT Financial (HBT) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 29,313 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #429.

Empirical Wealth Management first reported a position in HBT in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Empirical Wealth Management held 29,313 shares of HBT Financial worth $938K as of Q2 2026.
  • Empirical Wealth Management bought 3,797 HBT Financial shares in Q2 2026, an estimated $109K.
  • HBT Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Empirical Wealth Management first reported a position in HBT Financial in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.