Endurance Wealth Management’s HomeTrust Bancshares HTB Stock Holding History

Endurance Wealth Management’s Portfolio HTB Stock Details HTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3K	Buy	+150	New	+$3.19K	﹤0.01%	588

Other funds holding HTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Endurance Wealth Management's HTB Position: Q2 2023 in Review

Endurance Wealth Management opened a new position in HomeTrust Bancshares (HTB) in Q2 2023: 150 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

90 funds tracked by Wall St. Rank hold HTB as of Q2 2023.

Endurance Wealth Management held 150 shares of HomeTrust Bancshares worth $3K as of Q2 2023.
HomeTrust Bancshares was a new Endurance Wealth Management position in Q2 2023.
HomeTrust Bancshares made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #588 holding.
90 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.