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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 172 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.
  • 172 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.