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Essential Partners’s HBT Financial HBT Stock Holding History

Essential Partners’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 		$1.47K Sell
46
-28
-38% -$805 ﹤0.01% 2091
2026
Q1 		$1.98K Hold
74
– – ﹤0.01% 2010
2025
Q4 		$1.91K Sell
74
-84
-53% -$2.07K ﹤0.01% 1819
2025
Q3 		$3.98K Buy
158
+146
+1,217% +$3.75K ﹤0.01% 1515
2025
Q2 		$303 Buy
+12
New +$281 ﹤0.01% 1842

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Essential Partners's HBT Position: Q2 2026 in Review

Essential Partners reduced its HBT Financial (HBT) stake by 38% in Q2 2026, selling an estimated $805 and leaving 46 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Essential Partners first reported a position in HBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.98K in Q3 2025. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Essential Partners held 46 shares of HBT Financial worth $1.47K as of Q2 2026.
  • Essential Partners sold 28 HBT Financial shares in Q2 2026, an estimated $805.
  • HBT Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2091 holding.
  • Essential Partners first reported a position in HBT Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's HBT Financial position peaked at $3.98K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.