IFP Advisors
HBT icon

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
Q3 		$12.4K Hold
350
– – ﹤0.01% 3254
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% +$9.8K ﹤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% 4169
2022
Q3 		$2K Hold
104
– – ﹤0.01% 4359
2022
Q2 		$2K Hold
104
– – ﹤0.01% 4130
2022
Q1 		$2K Buy
+104
New +$1.98K ﹤0.01% 4127

Other funds holding HBT

Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFP Advisors's HBT Position: Q3 2026 in Review

IFP Advisors held its HBT Financial (HBT) position steady in Q3 2026 at 350 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

IFP Advisors first reported a position in HBT in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.9K in Q1 2024. 21 funds tracked by Wall St. Rank hold HBT as of Q3 2026.

  • IFP Advisors held 350 shares of HBT Financial worth $12.4K as of Q3 2026.
  • IFP Advisors left its HBT Financial share count unchanged in Q3 2026.
  • HBT Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3254 holding.
  • IFP Advisors first reported a position in HBT Financial in Q1 2022 and has held it in 14 quarters since.
  • IFP Advisors's HBT Financial position peaked at $19.9K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held HBT Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.