FPW
HTB

Flywheel Private Wealth’s HomeTrust Bancshares HTB Stock Holding History

Flywheel Private Wealth’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 		$1.1M Hold
22,000
– – 0.54% 28
2026
Q1 		$938K Buy
+22,000
New +$948K 0.53% 30

Other funds holding HTB

PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
SO
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
AP
Anchyra Partners Atlanta, Georgia $416M AUM
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Flywheel Private Wealth's HTB Position: Q2 2026 in Review

Flywheel Private Wealth held its HomeTrust Bancshares (HTB) position steady in Q2 2026 at 22,000 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #28.

Flywheel Private Wealth first reported a position in HTB in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Flywheel Private Wealth held 22,000 shares of HomeTrust Bancshares worth $1.1M as of Q2 2026.
  • Flywheel Private Wealth left its HomeTrust Bancshares share count unchanged in Q2 2026.
  • HomeTrust Bancshares made up 0.54% of Flywheel Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Flywheel Private Wealth first reported a position in HomeTrust Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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