Hennion & Walsh Asset Management’s HBT Financial HBT Stock Holding History

Hennion & Walsh Asset Management’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
2026 Q2	$558K	Sell	17,454 -2,966	-15%	-$85.3K	0.02%	716
2026 Q1	$546K	Sell	20,420 -292	-1%	-$7.95K	0.02%	691
2025 Q4	$535K	Buy	20,712 +1,065	+5%	+$26.3K	0.02%	701
2025 Q3	$495K	Buy	19,647 +1,564	+9%	+$40.1K	0.02%	709
2025 Q2	$456K	Buy	18,083 +6,296	+53%	+$147K	0.02%	699
2025 Q1	$264K	Buy	+11,787	New	+$277K	0.01%	785
2024 Q4	–	Sell	-11,905	Closed	-$260K	–	880
2024 Q3	$260K	Sell	11,905 -314	-3%	-$6.88K	0.01%	780
2024 Q2	$250K	Sell	12,219 -59	-0.5%	-$1.12K	0.01%	770
2024 Q1	$234K	Sell	12,278 -111	-0.9%	-$2.16K	0.01%	760
2023 Q4	$262K	Sell	12,389 -128	-1%	-$2.46K	0.01%	713
2023 Q3	$228K	Sell	12,517 -283	-2%	-$5.39K	0.01%	718
2023 Q2	$236K	Buy	+12,800	New	+$234K	0.01%	719

Other funds holding HBT

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Hennion & Walsh Asset Management's HBT Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its HBT Financial (HBT) stake by 15% in Q2 2026, selling an estimated $85.3K and leaving 17,454 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #716.

Hennion & Walsh Asset Management first reported a position in HBT in Q2 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

Hennion & Walsh Asset Management held 17,454 shares of HBT Financial worth $558K as of Q2 2026.
Hennion & Walsh Asset Management sold 2,966 HBT Financial shares in Q2 2026, an estimated $85.3K.
HBT Financial made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #716 holding.
Hennion & Walsh Asset Management first reported a position in HBT Financial in Q2 2023 and has held it in 12 quarters since.
20 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.