JWM
HBNC icon

JPL Wealth Management’s Horizon Bancorp HBNC Stock Holding History

JPL Wealth Management’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
Q2 		$7.63K Buy
382
+2
+0.5% +$37 ﹤0.01% 661
2026
Q1 		$6.3K Buy
+380
New +$6.51K ﹤0.01% 633
2025
Q4 		– Sell
-380
Closed -$6.08K – 544
2025
Q3 		$6.08K Buy
+380
New +$6.09K ﹤0.01% 630

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

JPL Wealth Management's HBNC Position: Q2 2026 in Review

JPL Wealth Management increased its Horizon Bancorp (HBNC) stake by 0.53% in Q2 2026, buying an estimated $37 and bringing the position to 382 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

JPL Wealth Management first reported a position in HBNC in Q3 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • JPL Wealth Management held 382 shares of Horizon Bancorp worth $7.63K as of Q2 2026.
  • JPL Wealth Management bought 2 Horizon Bancorp shares in Q2 2026, an estimated $37.
  • Horizon Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #661 holding.
  • JPL Wealth Management first reported a position in Horizon Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.