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IFP Advisors’s HBT Financial HBT Stock Holding History

IFP 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 		$11.2K Sell
350
-135
-28% -$3.88K ﹤0.01% 3325
2026
Q1 		$13K Buy
485
+174
+56% +$4.74K ﹤0.01% 3033
2025
Q4 		$8.04K Sell
311
-247
-44% -$6.1K ﹤0.01% 3182
2025
Q3 		$14.1K Buy
558
+7
+1% +$180 ﹤0.01% 2744
2025
Q2 		$13.9K Buy
551
+135
+32% +$3.16K ﹤0.01% 2742
2025
Q1 		$9.32K Buy
416
+415
+41,500% +$9.76K ﹤0.01% 2603
2024
Q4 		$22 Buy
+1
New +$23 ﹤0.01% 4436
2024
Q3 		– Sell
-1
Closed -$24 – 3366
2024
Q2 		$24 Sell
1
-1,046
-100% -$19.9K ﹤0.01% 3197
2024
Q1 		$19.9K Buy
+1,047
New +$20.4K ﹤0.01% 1972
2023
Q1 		– Sell
-104
Closed -$2K – 3837
2022
Q4 		$2K Hold
104
– – ﹤0.01% 4170
2022
Q3 		$2K Hold
104
– – ﹤0.01% 4360
2022
Q2 		$2K Hold
104
– – ﹤0.01% 4130
2022
Q1 		$2K Buy
+104
New +$1.98K ﹤0.01% 4128

Other funds holding HBT

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
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors's HBT Position: Q2 2026 in Review

IFP Advisors reduced its HBT Financial (HBT) stake by 28% in Q2 2026, selling an estimated $3.88K and leaving 350 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3325.

IFP Advisors first reported a position in HBT in Q1 2022 and has held it in 13 quarters since. The position peaked at $19.9K in Q1 2024. 14 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • IFP Advisors held 350 shares of HBT Financial worth $11.2K as of Q2 2026.
  • IFP Advisors sold 135 HBT Financial shares in Q2 2026, an estimated $3.88K.
  • HBT Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3325 holding.
  • IFP Advisors first reported a position in HBT Financial in Q1 2022 and has held it in 13 quarters since.
  • IFP Advisors's HBT Financial position peaked at $19.9K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.