Invesco
HBT icon

Invesco’s HBT Financial HBT Stock Holding History

Invesco’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 		$305K Sell
11,400
-918
-7% -$25K ﹤0.01% 3336
2025
Q4 		$318K Sell
12,318
-1,543
-11% -$38.1K ﹤0.01% 3361
2025
Q3 		$349K Sell
13,861
-2,771
-17% -$71.1K ﹤0.01% 3368
2025
Q2 		$419K Sell
16,632
-992
-6% -$23.2K ﹤0.01% 3237
2025
Q1 		$395K Sell
17,624
-2,808
-14% -$66.1K ﹤0.01% 3248
2024
Q4 		$447K Buy
20,432
+325
+2% +$7.4K ﹤0.01% 3279
2024
Q3 		$440K Sell
20,107
-8,630
-30% -$189K ﹤0.01% 3288
2024
Q2 		$587K Buy
28,737
+1,018
+4% +$19.4K ﹤0.01% 3209
2024
Q1 		$528K Buy
27,719
+4,591
+20% +$89.4K ﹤0.01% 3308
2023
Q4 		$488K Buy
23,128
+1,830
+9% +$35.2K ﹤0.01% 3232
2023
Q3 		$388K Buy
21,298
+5,394
+34% +$103K ﹤0.01% 3331
2023
Q2 		$293K Sell
15,904
-1,037
-6% -$19K ﹤0.01% 3501
2023
Q1 		$334K Buy
16,941
+5,407
+47% +$113K ﹤0.01% 3464
2022
Q4 		$226K Buy
+11,534
New +$227K ﹤0.01% 3637
2022
Q1 		– Sell
-21,355
Closed -$400K – 4047
2021
Q4 		$400K Sell
21,355
-1,468
-6% -$26.5K ﹤0.01% 3485
2021
Q3 		$355K Buy
22,823
+1,203
+6% +$19.5K ﹤0.01% 3584
2021
Q2 		$377K Sell
21,620
-183
-0.8% -$3.25K ﹤0.01% 3539
2021
Q1 		$373K Buy
+21,803
New +$354K ﹤0.01% 3458

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

Invesco's HBT Position: Q1 2026 in Review

Invesco reduced its HBT Financial (HBT) stake by 7.5% in Q1 2026, selling an estimated $25K and leaving 11,400 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

Invesco first reported a position in HBT in Q1 2021 and has held it in 18 quarters since. The position peaked at $587K in Q2 2024. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Invesco held 11,400 shares of HBT Financial worth $305K as of Q1 2026.
  • Invesco sold 918 HBT Financial shares in Q1 2026, an estimated $25K.
  • HBT Financial made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3336 holding.
  • Invesco first reported a position in HBT Financial in Q1 2021 and has held it in 18 quarters since.
  • Invesco's HBT Financial position peaked at $587K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.