EWM
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Evolution Wealth Management’s HBT Financial HBT Stock Holding History

Evolution Wealth Management’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 		$16K Hold
500
– – 0.01% 501
2026
Q1 		$13.4K Hold
500
– – 0.01% 476
2025
Q4 		$12.9K Hold
500
– – 0.01% 409
2025
Q3 		$12.6K Hold
500
– – 0.01% 343
2025
Q2 		$12.6K Buy
+500
New +$11.7K 0.02% 328

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evolution Wealth Management's HBT Position: Q2 2026 in Review

Evolution Wealth Management held its HBT Financial (HBT) position steady in Q2 2026 at 500 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #501.

Evolution Wealth Management first reported a position in HBT in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Evolution Wealth Management held 500 shares of HBT Financial worth $16K as of Q2 2026.
  • Evolution Wealth Management left its HBT Financial share count unchanged in Q2 2026.
  • HBT Financial made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Evolution Wealth Management first reported a position in HBT Financial in Q2 2025 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.