Jones Financial Companies
HBT icon

Jones Financial Companies’s HBT Financial HBT Stock Holding History

Jones Financial Companies’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 		$17.1K Buy
644
+90
+16% +$2.45K ﹤0.01% 3353
2025
Q4 		$14.3K Hold
554
– – ﹤0.01% 3072
2025
Q3 		$14.2K Sell
554
-1
-0.2% -$26 ﹤0.01% 2947
2025
Q2 		$14K Sell
555
-1
-0.2% -$23 ﹤0.01% 2742
2025
Q1 		$12.5K Buy
556
+56
+11% +$1.32K ﹤0.01% 2615
2024
Q4 		$10.9K Buy
+500
New +$11.4K ﹤0.01% 2499

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

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

Jones Financial Companies increased its HBT Financial (HBT) stake by 16% in Q1 2026, buying an estimated $2.45K and bringing the position to 644 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Jones Financial Companies first reported a position in HBT in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Jones Financial Companies held 644 shares of HBT Financial worth $17.1K as of Q1 2026.
  • Jones Financial Companies bought 90 HBT Financial shares in Q1 2026, an estimated $2.45K.
  • HBT Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3353 holding.
  • Jones Financial Companies first reported a position in HBT Financial in Q4 2024 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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