Jones Financial Companies
HTB

Jones Financial Companies’s HomeTrust Bancshares HTB Stock Holding History

Jones Financial Companies’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.7K Buy
1,015
+9
+0.9% +$388 ﹤0.01% 2997
2025
Q4 		$43.2K Buy
+1,006
New +$41.5K ﹤0.01% 2595

Other funds holding HTB

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FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

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

Jones Financial Companies increased its HomeTrust Bancshares (HTB) stake by 0.89% in Q1 2026, buying an estimated $388 and bringing the position to 1,015 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Jones Financial Companies first reported a position in HTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $43.2K in Q4 2025. 138 funds tracked by Wall St. Rank hold HTB as of Q1 2026.

  • Jones Financial Companies held 1,015 shares of HomeTrust Bancshares worth $42.7K as of Q1 2026.
  • Jones Financial Companies bought 9 HomeTrust Bancshares shares in Q1 2026, an estimated $388.
  • HomeTrust Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2997 holding.
  • Jones Financial Companies first reported a position in HomeTrust Bancshares in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's HomeTrust Bancshares position peaked at $43.2K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q1 2026.

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