EverSource Wealth Advisors’s HomeTrust Bancshares HTB Stock Holding History

EverSource Wealth Advisors’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 Q2	$40.2K	Buy	806 +414	+106%	+$19.2K	﹤0.01%	1918
2026 Q1	$16.7K	Sell	392 -34	-8%	-$1.47K	﹤0.01%	2618
2025 Q4	$18.3K	Sell	426 -43	-9%	-$1.77K	﹤0.01%	2445
2025 Q3	$19.2K	Buy	469 +65	+16%	+$2.6K	﹤0.01%	2390
2025 Q2	$15.1K	Buy	404 +379	+1,516%	+$13.3K	﹤0.01%	2512
2025 Q1	$857	Buy	25 +10	+67%	+$353	﹤0.01%	3285
2024 Q4	$505	Buy	+15	New	+$527	﹤0.01%	3197

Other funds holding HTB

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

FPW

Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors increased its HomeTrust Bancshares (HTB) stake by 106% in Q2 2026, buying an estimated $19.2K and bringing the position to 806 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

EverSource Wealth Advisors first reported a position in HTB in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

EverSource Wealth Advisors held 806 shares of HomeTrust Bancshares worth $40.2K as of Q2 2026.
EverSource Wealth Advisors bought 414 HomeTrust Bancshares shares in Q2 2026, an estimated $19.2K.
HomeTrust Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1918 holding.
EverSource Wealth Advisors first reported a position in HomeTrust Bancshares in Q4 2024 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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