EP
HBT icon

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
Q3 		$1.63K Hold
46
– – ﹤0.01% 1997
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% +$3.74K ﹤0.01% 1515
2025
Q2 		$303 Buy
+12
New +$281 ﹤0.01% 1842

Other funds holding HBT

DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's HBT Position: Q3 2026 in Review

Essential Partners held its HBT Financial (HBT) position steady in Q3 2026 at 46 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Essential Partners first reported a position in HBT in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.98K in Q3 2025. 16 funds tracked by Wall St. Rank hold HBT as of Q3 2026.

  • Essential Partners held 46 shares of HBT Financial worth $1.63K as of Q3 2026.
  • Essential Partners left its HBT Financial share count unchanged in Q3 2026.
  • HBT Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1997 holding.
  • Essential Partners first reported a position in HBT Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's HBT Financial position peaked at $3.98K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held HBT Financial as of Q3 2026.

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