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John Overdeck’s HBT Financial HBT Stock Holding History

John Overdeck’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
Q2 		$3.89M Buy
121,492
+67,446
+125% +$1.94M ﹤0.01% 2387
2026
Q1 		$1.44M Buy
54,046
+14,313
+36% +$390K ﹤0.01% 3002
2025
Q4 		$1.03M Buy
39,733
+12,507
+46% +$309K ﹤0.01% 2891
2025
Q3 		$686K Buy
27,226
+7,783
+40% +$200K ﹤0.01% 2821
2025
Q2 		$490K Sell
19,443
-1,338
-6% -$31.3K ﹤0.01% 2593
2025
Q1 		$466K Sell
20,781
-10,286
-33% -$242K ﹤0.01% 2551
2024
Q4 		$680K Sell
31,067
-1,272
-4% -$29K ﹤0.01% 2383
2024
Q3 		$708K Buy
32,339
+9,070
+39% +$199K ﹤0.01% 2300
2024
Q2 		$475K Sell
23,269
-3,250
-12% -$61.9K ﹤0.01% 2396
2024
Q1 		$505K Buy
26,519
+590
+2% +$11.5K ﹤0.01% 2330
2023
Q4 		$547K Buy
25,929
+12,736
+97% +$245K ﹤0.01% 2413
2023
Q3 		$241K Buy
+13,193
New +$251K ﹤0.01% 2577
2023
Q1 		– Sell
-11,639
Closed -$228K – 3051
2022
Q4 		$228K Sell
11,639
-100
-0.9% -$1.97K ﹤0.01% 2347
2022
Q3 		$213K Sell
11,739
-200
-2% -$3.63K ﹤0.01% 2084
2022
Q2 		$213K Sell
11,939
-4,855
-29% -$85.3K ﹤0.01% 2138
2022
Q1 		$305K Sell
16,794
-7,589
-31% -$144K ﹤0.01% 2209
2021
Q4 		$457K Sell
24,383
-13,877
-36% -$250K ﹤0.01% 3334
2021
Q3 		$595K Sell
38,260
-506
-1% -$8.18K ﹤0.01% 3086
2021
Q2 		$675K Sell
38,766
-37,344
-49% -$663K ﹤0.01% 2845
2021
Q1 		$1.3M Buy
76,110
+15,548
+26% +$252K ﹤0.01% 2073
2020
Q4 		$918K Buy
60,562
+3,951
+7% +$53.6K ﹤0.01% 2070
2020
Q3 		$635K Buy
56,611
+6,941
+14% +$84.9K ﹤0.01% 2064
2020
Q2 		$662K Sell
49,670
-3,270
-6% -$39.2K ﹤0.01% 1807
2020
Q1 		$557K Sell
52,940
-60,838
-53% -$998K ﹤0.01% 1851
2019
Q4 		$2.16M Buy
+113,778
New +$1.94M 0.01% 1525

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

John Overdeck's HBT Position: Q2 2026 in Review

John Overdeck increased its HBT Financial (HBT) stake by 125% in Q2 2026, buying an estimated $1.94M and bringing the position to 121,492 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

John Overdeck first reported a position in HBT in Q4 2019 and has held it in 25 quarters since. 127 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • John Overdeck held 121,492 shares of HBT Financial worth $3.89M as of Q2 2026.
  • John Overdeck bought 67,446 HBT Financial shares in Q2 2026, an estimated $1.94M.
  • HBT Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2387 holding.
  • John Overdeck first reported a position in HBT Financial in Q4 2019 and has held it in 25 quarters since.
  • 127 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.