GB
HTB

Goepper Burkhardt’s HomeTrust Bancshares HTB Stock Holding History

Goepper Burkhardt’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 		$1.28M Sell
25,599
-3,000
-10% -$139K 0.38% 32
2026
Q1 		$1.22M Hold
28,599
– – 0.41% 30
2025
Q4 		$1.23M Buy
+28,599
New +$1.18M 0.4% 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

Goepper Burkhardt's HTB Position: Q2 2026 in Review

Goepper Burkhardt reduced its HomeTrust Bancshares (HTB) stake by 10% in Q2 2026, selling an estimated $139K and leaving 25,599 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #32.

Goepper Burkhardt first reported a position in HTB in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Goepper Burkhardt held 25,599 shares of HomeTrust Bancshares worth $1.28M as of Q2 2026.
  • Goepper Burkhardt sold 3,000 HomeTrust Bancshares shares in Q2 2026, an estimated $139K.
  • HomeTrust Bancshares made up 0.38% of Goepper Burkhardt's portfolio in Q2 2026, its #32 holding.
  • Goepper Burkhardt first reported a position in HomeTrust Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.