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
Q2 		$235K Sell
7,338
-171
-2% -$4.92K ﹤0.01% 3421
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HighTower Advisors's HBT Position: Q2 2026 in Review

HighTower Advisors reduced its HBT Financial (HBT) stake by 2.3% in Q2 2026, selling an estimated $4.92K and leaving 7,338 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

HighTower Advisors first reported a position in HBT in Q2 2024 and has held it in 3 quarters since. The position peaked at $299K in Q2 2024. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • HighTower Advisors held 7,338 shares of HBT Financial worth $235K as of Q2 2026.
  • HighTower Advisors sold 171 HBT Financial shares in Q2 2026, an estimated $4.92K.
  • HBT Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3421 holding.
  • HighTower Advisors first reported a position in HBT Financial in Q2 2024 and has held it in 3 quarters since.
  • HighTower Advisors's HBT Financial position peaked at $299K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.