Jones Financial Companies
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Jones Financial Companies’s Horizon Bancorp HBNC Stock Holding History

Jones Financial Companies’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.9K Buy
2,584
+8
+0.3% +$137 ﹤0.01% 3007
2025
Q4 		$43.7K Buy
2,576
+308
+14% +$5.1K ﹤0.01% 2588
2025
Q3 		$36.7K Sell
2,268
-93
-4% -$1.49K ﹤0.01% 2510
2025
Q2 		$36.6K Buy
2,361
+174
+8% +$2.56K ﹤0.01% 2348
2025
Q1 		$33.2K Buy
2,187
+614
+39% +$9.96K ﹤0.01% 2219
2024
Q4 		$25.3K Buy
1,573
+1,233
+363% +$20.7K ﹤0.01% 2152
2024
Q3 		$5.08K Buy
+340
New +$5.07K ﹤0.01% 2441

Other funds holding HBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's HBNC Position: Q1 2026 in Review

Jones Financial Companies increased its Horizon Bancorp (HBNC) stake by 0.31% in Q1 2026, buying an estimated $137 and bringing the position to 2,584 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Jones Financial Companies first reported a position in HBNC in Q3 2024 and has held it in 7 quarters since. The position peaked at $43.7K in Q4 2025. 198 funds tracked by Wall St. Rank hold HBNC as of Q1 2026.

  • Jones Financial Companies held 2,584 shares of Horizon Bancorp worth $41.9K as of Q1 2026.
  • Jones Financial Companies bought 8 Horizon Bancorp shares in Q1 2026, an estimated $137.
  • Horizon Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3007 holding.
  • Jones Financial Companies first reported a position in Horizon Bancorp in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Horizon Bancorp position peaked at $43.7K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Horizon Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.