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Johnson Investment Counsel’s HBT Financial HBT Stock Holding History

Johnson Investment Counsel’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 		$2.21M Sell
82,607
-16,920
-17% -$461K 0.02% 301
2025
Q4 		$2.57M Hold
99,527
– – 0.02% 265
2025
Q3 		$2.51M Buy
99,527
+419
+0.4% +$10.7K 0.02% 275
2025
Q2 		$2.5M Buy
99,108
+1,008
+1% +$23.6K 0.02% 260
2025
Q1 		$2.2M Buy
+98,100
New +$2.31M 0.02% 274

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

Johnson Investment Counsel's HBT Position: Q1 2026 in Review

Johnson Investment Counsel reduced its HBT Financial (HBT) stake by 17% in Q1 2026, selling an estimated $461K and leaving 82,607 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #301.

Johnson Investment Counsel first reported a position in HBT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q4 2025. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Johnson Investment Counsel held 82,607 shares of HBT Financial worth $2.21M as of Q1 2026.
  • Johnson Investment Counsel sold 16,920 HBT Financial shares in Q1 2026, an estimated $461K.
  • HBT Financial made up 0.02% of Johnson Investment Counsel's portfolio in Q1 2026, its #301 holding.
  • Johnson Investment Counsel first reported a position in HBT Financial in Q1 2025 and has held it in 5 quarters since.
  • Johnson Investment Counsel's HBT Financial position peaked at $2.57M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.