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Essential Partners’s HomeTrust Bancshares HTB Stock Holding History

Essential Partners’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
Q3 		$2.61K Hold
57
– – ﹤0.01% 1817
2026
Q2 		$2.84K Sell
57
-22
-28% -$1.02K ﹤0.01% 1816
2026
Q1 		$3.37K Sell
79
-106
-57% -$4.57K ﹤0.01% 1768
2025
Q4 		$7.94K Sell
185
-1
-0.5% -$41 ﹤0.01% 1254
2025
Q3 		$7.62K Buy
186
+140
+304% +$5.6K ﹤0.01% 1266
2025
Q2 		$1.72K Buy
+46
New +$1.62K ﹤0.01% 1354

Other funds holding HTB

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's HTB Position: Q3 2026 in Review

Essential Partners held its HomeTrust Bancshares (HTB) position steady in Q3 2026 at 57 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Essential Partners first reported a position in HTB in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.94K in Q4 2025. 15 funds tracked by Wall St. Rank hold HTB as of Q3 2026.

  • Essential Partners held 57 shares of HomeTrust Bancshares worth $2.61K as of Q3 2026.
  • Essential Partners left its HomeTrust Bancshares share count unchanged in Q3 2026.
  • HomeTrust Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1817 holding.
  • Essential Partners first reported a position in HomeTrust Bancshares in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's HomeTrust Bancshares position peaked at $7.94K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2026.

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