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EP Wealth Advisors’s Horizon Bancorp HBNC Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-17,683
Closed -$293K – 1785
2026
Q1 		$293K Buy
17,683
+2,711
+18% +$46.4K ﹤0.01% 1183
2025
Q4 		$254K Buy
+14,972
New +$248K ﹤0.01% 1232
2025
Q2 		$215K Sell
13,964
-331
-2% -$4.86K ﹤0.01% 1216
2025
Q1 		$216K Buy
14,295
+4,246
+42% +$68.9K ﹤0.01% 1099
2024
Q4 		$162K Buy
+10,049
New +$169K ﹤0.01% 1132

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

EP Wealth Advisors's HBNC Position: Q2 2026 in Review

EP Wealth Advisors sold out of Horizon Bancorp (HBNC) in Q2 2026, closing a stake of 17,683 shares — an estimated $293K sold.

EP Wealth Advisors first reported a position in HBNC in Q4 2024 and held it in 5 quarters. The position peaked at $293K in Q1 2026. 205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Horizon Bancorp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 17,683 Horizon Bancorp shares in Q2 2026, an estimated $293K.
  • EP Wealth Advisors first reported a position in Horizon Bancorp in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Horizon Bancorp position peaked at $293K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.