EverSource Wealth Advisors’s Horizon Bancorp HBNC Stock Holding History

EverSource Wealth Advisors’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 Q2	$14.6K	Sell	732 -649	-47%	-$11.9K	﹤0.01%	2664
2026 Q1	$22.9K	Sell	1,381 -285	-17%	-$4.88K	﹤0.01%	2421
2025 Q4	$28.3K	Buy	1,666 +660	+66%	+$10.9K	﹤0.01%	2153
2025 Q3	$16.1K	Buy	1,006 +152	+18%	+$2.43K	﹤0.01%	2515
2025 Q2	$13.1K	Buy	854 +645	+309%	+$9.47K	﹤0.01%	2616
2025 Q1	$3.15K	Sell	209 -103	-33%	-$1.67K	﹤0.01%	2710
2024 Q4	$5.03K	Buy	312 +122	+64%	+$2.05K	﹤0.01%	2343
2024 Q3	$2.96K	Hold	190	–	–	﹤0.01%	2416
2024 Q2	$3.04K	Hold	190	–	–	﹤0.01%	2408
2024 Q1	$2.18K	Hold	190	–	–	﹤0.01%	2353
2023 Q4	$2.72K	Hold	190	–	–	﹤0.01%	2086
2023 Q3	$2.03K	Buy	190 +47	+33%	+$528	﹤0.01%	1997
2023 Q2	$1.49K	Buy	+143	New	+$1.42K	﹤0.01%	2106

Other funds holding HBNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

EverSource Wealth Advisors's HBNC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Horizon Bancorp (HBNC) stake by 47% in Q2 2026, selling an estimated $11.9K and leaving 732 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

EverSource Wealth Advisors first reported a position in HBNC in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.3K in Q4 2025. 205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

EverSource Wealth Advisors held 732 shares of Horizon Bancorp worth $14.6K as of Q2 2026.
EverSource Wealth Advisors sold 649 Horizon Bancorp shares in Q2 2026, an estimated $11.9K.
Horizon Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2664 holding.
EverSource Wealth Advisors first reported a position in Horizon Bancorp in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Horizon Bancorp position peaked at $28.3K in Q4 2025.
205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.