Fidelity Investments
HBT icon

Fidelity Investments’s HBT Financial HBT Stock Holding History

Fidelity Investments’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 		$59.7K Sell
1,867
-2,650
-59% -$76.2K ﹤0.01% 4237
2026
Q1 		$121K Sell
4,517
-8,848
-66% -$241K ﹤0.01% 3723
2025
Q4 		$345K Buy
13,365
+4,367
+49% +$108K ﹤0.01% 3218
2025
Q3 		$227K Buy
8,998
+2,294
+34% +$58.8K ﹤0.01% 3301
2025
Q2 		$169K Sell
6,704
-321
-5% -$7.51K ﹤0.01% 3377
2025
Q1 		$157K Buy
7,025
+1,722
+32% +$40.5K ﹤0.01% 3345
2024
Q4 		$116K Buy
5,303
+974
+22% +$22.2K ﹤0.01% 3483
2024
Q3 		$94.7K Buy
4,329
+1,784
+70% +$39.1K ﹤0.01% 3494
2024
Q2 		$52K Buy
2,545
+2,062
+427% +$39.3K ﹤0.01% 3600
2024
Q1 		$9.2K Buy
483
+102
+27% +$1.99K ﹤0.01% 4310
2023
Q4 		$8.04K Buy
381
+35
+10% +$672 ﹤0.01% 4301
2023
Q3 		$6.31K Buy
346
+207
+149% +$3.94K ﹤0.01% 4275
2023
Q2 		$2.56K Sell
139
-260
-65% -$4.76K ﹤0.01% 4534
2023
Q1 		$7.87K Buy
399
+284
+247% +$5.93K ﹤0.01% 4225
2022
Q4 		$2.25K Buy
115
+48
+72% +$945 ﹤0.01% 4479
2022
Q3 		$1K Buy
67
+5
+8% +$91 ﹤0.01% 4674
2022
Q2 		$1K Buy
62
+2
+3% +$35 ﹤0.01% 4721
2022
Q1 		$1K Buy
+60
New +$1.14K ﹤0.01% 4798
2021
Q1 		– Sell
-716,976
Closed -$10.9M – 4217
2020
Q4 		$10.9M Buy
716,976
+6,930
+1% +$94K ﹤0.01% 1944
2020
Q3 		$7.97M Sell
710,046
-15,460
-2% -$189K ﹤0.01% 1904
2020
Q2 		$9.67M Sell
725,506
-44,357
-6% -$532K ﹤0.01% 1828
2020
Q1 		$8.11M Buy
769,863
+59,124
+8% +$970K ﹤0.01% 1762
2019
Q4 		$13.5M Buy
+710,739
New +$12.1M ﹤0.01% 1740

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

Fidelity Investments's HBT Position: Q2 2026 in Review

Fidelity Investments reduced its HBT Financial (HBT) stake by 59% in Q2 2026, selling an estimated $76.2K and leaving 1,867 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

Fidelity Investments first reported a position in HBT in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.5M in Q4 2019. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Fidelity Investments held 1,867 shares of HBT Financial worth $59.7K as of Q2 2026.
  • Fidelity Investments sold 2,650 HBT Financial shares in Q2 2026, an estimated $76.2K.
  • HBT Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4237 holding.
  • Fidelity Investments first reported a position in HBT Financial in Q4 2019 and has held it in 23 quarters since.
  • Fidelity Investments's HBT Financial position peaked at $13.5M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.