EWM
HBT icon

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

WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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. 14 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.
  • 14 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.