HWM
HTB

Hemington Wealth Management’s HomeTrust Bancshares HTB Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Sell
10
-5
-33% -$200 ﹤0.01% 1766
2025
Q2 		$0 Sell
15
-12
-44% -$421 ﹤0.01% 1757
2025
Q1 		$0 Sell
27
-23
-46% -$812 ﹤0.01% 1803
2024
Q4 		$1K Sell
50
-2
-4% -$70 ﹤0.01% 1512
2024
Q3 		$1K Buy
+52
New +$1.75K ﹤0.01% 1449

Other funds holding HTB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hemington Wealth Management's HTB Position: Q3 2025 in Review

Hemington Wealth Management reduced its HomeTrust Bancshares (HTB) stake by 33% in Q3 2025, selling an estimated $200 and leaving 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Hemington Wealth Management first reported a position in HTB in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q4 2024. 132 funds tracked by Wall St. Rank hold HTB as of Q3 2025.

  • Hemington Wealth Management held 10 shares of HomeTrust Bancshares worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 5 HomeTrust Bancshares shares in Q3 2025, an estimated $200.
  • HomeTrust Bancshares made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1766 holding.
  • Hemington Wealth Management first reported a position in HomeTrust Bancshares in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's HomeTrust Bancshares position peaked at $1K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.