HighTower Advisors
HBT icon

HighTower Advisors’s HBT Financial HBT Stock Holding History

HighTower Advisors’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
Q1 		$201K Buy
+7,509
New +$204K ﹤0.01% 3483
2024
Q3 		– Sell
-14,654
Closed -$299K – 3846
2024
Q2 		$299K Buy
+14,654
New +$279K ﹤0.01% 2716

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HighTower Advisors's HBT Position: Q1 2026 in Review

HighTower Advisors opened a new position in HBT Financial (HBT) in Q1 2026: 7,509 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3483 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in HBT as recently as Q2 2024.

HighTower Advisors first reported a position in HBT in Q2 2024 and has held it in 2 quarters since. The position peaked at $299K in Q2 2024. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • HighTower Advisors held 7,509 shares of HBT Financial worth $201K as of Q1 2026.
  • HBT Financial was a new HighTower Advisors position in Q1 2026.
  • HBT Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3483 holding.
  • HighTower Advisors first reported a position in HBT Financial in Q2 2024 and has held it in 2 quarters since.
  • HighTower Advisors's HBT Financial position peaked at $299K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.