ET
HTB

Equitable Trust’s HomeTrust Bancshares HTB Stock Holding History

Equitable Trust’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
2026
Q2 		$597K Buy
11,975
+4,255
+55% +$197K 0.02% 299
2026
Q1 		$329K Buy
7,720
+235
+3% +$10.1K 0.02% 388
2025
Q4 		$321K Buy
+7,485
New +$309K 0.01% 386
2020
Q3 		– Sell
-15,335
Closed -$245K – 331
2020
Q2 		$245K Sell
15,335
-14,020
-48% -$211K 0.02% 286
2020
Q1 		$467K Buy
29,355
+3,330
+13% +$78.1K 0.05% 210
2019
Q4 		$698K Hold
26,025
– – 0.07% 172
2019
Q3 		$678K Hold
26,025
– – 0.07% 174
2019
Q2 		$654K Buy
26,025
+6,690
+35% +$168K 0.07% 175
2019
Q1 		$487K Buy
19,335
+2,792
+17% +$74.6K 0.06% 198
2018
Q4 		$433K Buy
+16,543
New +$442K 0.06% 190

Other funds holding HTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Equitable Trust's HTB Position: Q2 2026 in Review

Equitable Trust increased its HomeTrust Bancshares (HTB) stake by 55% in Q2 2026, buying an estimated $197K and bringing the position to 11,975 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #299.

Equitable Trust first reported a position in HTB in Q4 2018 and has held it in 10 quarters since. The position peaked at $698K in Q4 2019. 173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Equitable Trust held 11,975 shares of HomeTrust Bancshares worth $597K as of Q2 2026.
  • Equitable Trust bought 4,255 HomeTrust Bancshares shares in Q2 2026, an estimated $197K.
  • HomeTrust Bancshares made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #299 holding.
  • Equitable Trust first reported a position in HomeTrust Bancshares in Q4 2018 and has held it in 10 quarters since.
  • Equitable Trust's HomeTrust Bancshares position peaked at $698K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.