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 Q2	$1.66K	Sell	52 -445	-90%	-$12.8K	﹤0.01%	3793
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its HBT Financial (HBT) stake by 90% in Q2 2026, selling an estimated $12.8K and leaving 52 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3793.

EverSource Wealth Advisors first reported a position in HBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q1 2026. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

EverSource Wealth Advisors held 52 shares of HBT Financial worth $1.66K as of Q2 2026.
EverSource Wealth Advisors sold 445 HBT Financial shares in Q2 2026, an estimated $12.8K.
HBT Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3793 holding.
EverSource Wealth Advisors first reported a position in HBT Financial in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's HBT Financial position peaked at $13.3K in Q1 2026.
128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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