EWA
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return