EWA
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EverSource Wealth Advisors’s HBT Financial HBT Stock Holding History

EverSource Wealth Advisors’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
Q1 		$13.3K Sell
497
-4
-0.8% -$109 ﹤0.01% 2762
2025
Q4 		$13K Hold
501
– – ﹤0.01% 2666
2025
Q3 		$12.6K Buy
501
+5
+1% +$128 ﹤0.01% 2685
2025
Q2 		$12.5K Buy
496
+484
+4,033% +$11.3K ﹤0.01% 2657
2025
Q1 		$269 Sell
12
-2
-14% -$47 ﹤0.01% 3627
2024
Q4 		$307 Buy
+14
New +$319 ﹤0.01% 3343

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EverSource Wealth Advisors's HBT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its HBT Financial (HBT) stake by 0.8% in Q1 2026, selling an estimated $109 and leaving 497 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

EverSource Wealth Advisors first reported a position in HBT in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • EverSource Wealth Advisors held 497 shares of HBT Financial worth $13.3K as of Q1 2026.
  • EverSource Wealth Advisors sold 4 HBT Financial shares in Q1 2026, an estimated $109.
  • HBT Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2762 holding.
  • EverSource Wealth Advisors first reported a position in HBT Financial in Q4 2024 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.