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
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 $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Goepper Burkhardt's HTB Position: Q1 2026 in Review

Goepper Burkhardt held its HomeTrust Bancshares (HTB) position steady in Q1 2026 at 28,599 shares worth $1.22M. The position accounts for 0.41% of the portfolio, ranked #30.

Goepper Burkhardt first reported a position in HTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2025. 138 funds tracked by Wall St. Rank hold HTB as of Q1 2026.

  • Goepper Burkhardt held 28,599 shares of HomeTrust Bancshares worth $1.22M as of Q1 2026.
  • Goepper Burkhardt left its HomeTrust Bancshares share count unchanged in Q1 2026.
  • HomeTrust Bancshares made up 0.41% of Goepper Burkhardt's portfolio in Q1 2026, its #30 holding.
  • Goepper Burkhardt first reported a position in HomeTrust Bancshares in Q4 2025 and has held it in 2 quarters since.
  • Goepper Burkhardt's HomeTrust Bancshares position peaked at $1.23M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.