Jim Simons
HBT icon

Jim Simons’s HBT Financial HBT Stock Holding History

Jim Simons’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 		$899K Sell
33,651
-15,949
-32% -$434K ﹤0.01% 2325
2025
Q4 		$1.28M Buy
49,600
+8,500
+21% +$210K ﹤0.01% 2138
2025
Q3 		$1.04M Buy
41,100
+18,900
+85% +$485K ﹤0.01% 2464
2025
Q2 		$560K Sell
22,200
-14,652
-40% -$343K ﹤0.01% 2779
2025
Q1 		$826K Sell
36,852
-9,748
-21% -$229K ﹤0.01% 2523
2024
Q4 		$1.02M Sell
46,600
-5,605
-11% -$128K ﹤0.01% 2494
2024
Q3 		$1.14M Buy
52,205
+24,705
+90% +$541K ﹤0.01% 2360
2024
Q2 		$562K Buy
27,500
+14,400
+110% +$274K ﹤0.01% 2644
2024
Q1 		$249K Buy
+13,100
New +$255K ﹤0.01% 3156
2023
Q1 		– Sell
-15,300
Closed -$299K – 4145
2022
Q4 		$299K Sell
15,300
-2,800
-15% -$55.1K ﹤0.01% 3222
2022
Q3 		$329K Sell
18,100
-2,900
-14% -$52.7K ﹤0.01% 3167
2022
Q2 		$375K Sell
21,000
-17,500
-45% -$307K ﹤0.01% 3327
2022
Q1 		$700K Buy
38,500
+5,010
+15% +$95.4K ﹤0.01% 2969
2021
Q4 		$627K Sell
33,490
-30,617
-48% -$552K ﹤0.01% 2972
2021
Q3 		$997K Sell
64,107
-12,793
-17% -$207K ﹤0.01% 2551
2021
Q2 		$1.34M Sell
76,900
-45,300
-37% -$804K ﹤0.01% 2508
2021
Q1 		$2.09M Buy
122,200
+37,100
+44% +$602K ﹤0.01% 2197
2020
Q4 		$1.29M Buy
85,100
+53,800
+172% +$730K ﹤0.01% 2372
2020
Q3 		$351K Buy
31,300
+17,200
+122% +$210K ﹤0.01% 2945
2020
Q2 		$188K Buy
+14,100
New +$169K ﹤0.01% 3177

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Jim Simons's HBT Position: Q1 2026 in Review

Jim Simons reduced its HBT Financial (HBT) stake by 32% in Q1 2026, selling an estimated $434K and leaving 33,651 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Jim Simons first reported a position in HBT in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.09M in Q1 2021. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Jim Simons held 33,651 shares of HBT Financial worth $899K as of Q1 2026.
  • Jim Simons sold 15,949 HBT Financial shares in Q1 2026, an estimated $434K.
  • HBT Financial made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2325 holding.
  • Jim Simons first reported a position in HBT Financial in Q2 2020 and has held it in 20 quarters since.
  • Jim Simons's HBT Financial position peaked at $2.09M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.