Jacobs Levy Equity Management
HBT icon

Jacobs Levy Equity Management’s HBT Financial HBT Stock Holding History

Jacobs Levy Equity Management’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 		$531K Buy
19,862
+1,949
+11% +$53.1K ﹤0.01% 821
2025
Q4 		$463K Sell
17,913
-36
-0.2% -$889 ﹤0.01% 813
2025
Q3 		$452K Buy
17,949
+612
+4% +$15.7K ﹤0.01% 832
2025
Q2 		$437K Buy
17,337
+580
+3% +$13.6K ﹤0.01% 903
2025
Q1 		$376K Sell
16,757
-2,325
-12% -$54.7K ﹤0.01% 953
2024
Q4 		$418K Sell
19,082
-12,670
-40% -$289K ﹤0.01% 838
2024
Q3 		$695K Sell
31,752
-252
-0.8% -$5.52K ﹤0.01% 787
2024
Q2 		$654K Buy
32,004
+2,969
+10% +$56.5K ﹤0.01% 808
2024
Q1 		$553K Sell
29,035
-183
-0.6% -$3.56K ﹤0.01% 808
2023
Q4 		$617K Buy
29,218
+371
+1% +$7.13K ﹤0.01% 798
2023
Q3 		$526K Sell
28,847
-1,143
-4% -$21.8K ﹤0.01% 788
2023
Q2 		$553K Buy
29,990
+138
+0.5% +$2.53K ﹤0.01% 805
2023
Q1 		$589K Sell
29,852
-5,240
-15% -$110K ﹤0.01% 779
2022
Q4 		$687K Sell
35,092
-295
-0.8% -$5.81K ﹤0.01% 737
2022
Q3 		$642K Sell
35,387
-5,384
-13% -$97.8K 0.01% 794
2022
Q2 		$729K Sell
40,771
-3,202
-7% -$56.3K 0.01% 802
2022
Q1 		$799K Sell
43,973
-3,362
-7% -$64K 0.01% 795
2021
Q4 		$887K Sell
47,335
-6,206
-12% -$112K 0.01% 760
2021
Q3 		$833K Sell
53,541
-595
-1% -$9.62K 0.01% 781
2021
Q2 		$943K Sell
54,136
-13,029
-19% -$231K 0.01% 751
2021
Q1 		$1.15M Sell
67,165
-613
-0.9% -$9.95K 0.01% 711
2020
Q4 		$1.03M Buy
67,778
+12,056
+22% +$164K 0.01% 716
2020
Q3 		$625K Sell
55,722
-20,690
-27% -$253K 0.01% 750
2020
Q2 		$1.02M Buy
+76,412
New +$916K 0.01% 667

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

Jacobs Levy Equity Management's HBT Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its HBT Financial (HBT) stake by 11% in Q1 2026, buying an estimated $53.1K and bringing the position to 19,862 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Jacobs Levy Equity Management first reported a position in HBT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.15M in Q1 2021. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Jacobs Levy Equity Management held 19,862 shares of HBT Financial worth $531K as of Q1 2026.
  • Jacobs Levy Equity Management bought 1,949 HBT Financial shares in Q1 2026, an estimated $53.1K.
  • HBT Financial made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #821 holding.
  • Jacobs Levy Equity Management first reported a position in HBT Financial in Q2 2020 and has held it in 24 quarters since.
  • Jacobs Levy Equity Management's HBT Financial position peaked at $1.15M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.