Hickory Point Bank & Trust’s HBT Financial HBT Stock Holding History

Hickory Point Bank & Trust’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	$640K	Hold	20,000	–	–	0.39%	54
2026 Q1	$534K	Hold	20,000	–	–	0.35%	58
2025 Q4	$517K	Hold	20,000	–	–	0.38%	58
2025 Q3	$504K	Hold	20,000	–	–	0.38%	58
2025 Q2	$504K	Hold	20,000	–	–	0.41%	56
2025 Q1	$448K	Hold	20,000	–	–	0.39%	57
2024 Q4	$438K	Buy	+20,000	New	+$456K	0.39%	62

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Hickory Point Bank & Trust's HBT Position: Q2 2026 in Review

Hickory Point Bank & Trust held its HBT Financial (HBT) position steady in Q2 2026 at 20,000 shares worth $640K. The position accounts for 0.39% of the portfolio, ranked #54.

Hickory Point Bank & Trust first reported a position in HBT in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

Hickory Point Bank & Trust held 20,000 shares of HBT Financial worth $640K as of Q2 2026.
Hickory Point Bank & Trust left its HBT Financial share count unchanged in Q2 2026.
HBT Financial made up 0.39% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #54 holding.
Hickory Point Bank & Trust first reported a position in HBT Financial in Q4 2024 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.