GJL
HBT icon

Gendell Jeffrey L’s HBT Financial HBT Stock Holding History

Gendell Jeffrey L’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
2025
Q2 		– Sell
-15,181
Closed -$340K – 83
2025
Q1 		$340K Sell
15,181
-10,702
-41% -$252K 0.01% 75
2024
Q4 		$567K Hold
25,883
– – 0.02% 82
2024
Q3 		$566K Hold
25,883
– – 0.02% 80
2024
Q2 		$529K Hold
25,883
– – 0.02% 92
2024
Q1 		$493K Hold
25,883
– – 0.02% 82
2023
Q4 		$546K Hold
25,883
– – 0.03% 69
2023
Q3 		$472K Hold
25,883
– – 0.03% 70
2023
Q2 		$477K Hold
25,883
– – 0.04% 57
2023
Q1 		$510K Buy
+25,883
New +$541K 0.05% 58

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gendell Jeffrey L's HBT Position: Q2 2025 in Review

Gendell Jeffrey L sold out of HBT Financial (HBT) in Q2 2025, closing a stake of 15,181 shares — an estimated $340K sold.

Gendell Jeffrey L first reported a position in HBT in Q1 2023 and held it in 9 quarters. The position peaked at $567K in Q4 2024. 106 funds tracked by Wall St. Rank hold HBT as of Q2 2025.

  • Gendell Jeffrey L reported no remaining HBT Financial position as of Q2 2025 after selling out during the quarter.
  • Gendell Jeffrey L sold 15,181 HBT Financial shares in Q2 2025, an estimated $340K.
  • Gendell Jeffrey L first reported a position in HBT Financial in Q1 2023 and held it in 9 quarters.
  • Gendell Jeffrey L's HBT Financial position peaked at $567K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held HBT Financial as of Q2 2025.

Based on Gendell Jeffrey L's 13F filing for Q2 2025, filed 14 Aug 2025.