IA
HTB

IFP Advisors’s HomeTrust Bancshares HTB Stock Holding History

IFP Advisors’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62K Hold
38
– – ﹤0.01% 4038
2025
Q4 		$1.63K Hold
38
– – ﹤0.01% 3909
2025
Q3 		$1.56K Buy
38
+7
+23% +$280 ﹤0.01% 3793
2025
Q2 		$1.31K Buy
+31
New +$1.09K ﹤0.01% 4105
2025
Q1 		– Sell
-1
Closed -$34 – 4685
2024
Q4 		$34 Buy
+1
New +$35 ﹤0.01% 4353
2023
Q3 		– Sell
-8
Closed -$167 – 3582
2023
Q2 		$167 Hold
8
– – ﹤0.01% 3329
2023
Q1 		$216 Sell
8
-60
-88% -$1.58K ﹤0.01% 3267
2022
Q4 		$3K Hold
68
– – ﹤0.01% 4082
2022
Q3 		$3K Hold
68
– – ﹤0.01% 4281
2022
Q2 		$3K Hold
68
– – ﹤0.01% 4046
2022
Q1 		$3K Buy
+68
New +$2.1K ﹤0.01% 4046

Other funds holding HTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return