Essential Partners’s Horizon Bancorp HBNC Stock Holding History

Essential Partners’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 Q3	$5.86K	Hold	311	–	–	﹤0.01%	1437
2026 Q2	$6.21K	Sell	311 -466	-60%	-$8.57K	﹤0.01%	1441
2026 Q1	$12.9K	Sell	777 -571	-42%	-$9.78K	﹤0.01%	1127
2025 Q4	$22.9K	Buy	1,348 +376	+39%	+$6.23K	0.01%	858
2025 Q3	$15.6K	Buy	972 +894	+1,146%	+$14.3K	0.01%	989
2025 Q2	$1.2K	Buy	+78	New	+$1.15K	﹤0.01%	1461

Other funds holding HBNC

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HBNC Position: Q3 2026 in Review

Essential Partners held its Horizon Bancorp (HBNC) position steady in Q3 2026 at 311 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Essential Partners first reported a position in HBNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $22.9K in Q4 2025. 14 funds tracked by Wall St. Rank hold HBNC as of Q3 2026.

Essential Partners held 311 shares of Horizon Bancorp worth $5.86K as of Q3 2026.
Essential Partners left its Horizon Bancorp share count unchanged in Q3 2026.
Horizon Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1437 holding.
Essential Partners first reported a position in Horizon Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Horizon Bancorp position peaked at $22.9K in Q4 2025.
14 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.