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Lauer Wealth’s Horizon Bancorp HBNC Stock Holding History

Lauer Wealth’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
2025
Q4 		– Sell
-15,265
Closed -$240K – 66
2025
Q3 		$240K Hold
15,265
– – 0.17% 58
2025
Q2 		$234K Sell
15,265
-10
-0.1% -$147 0.19% 44
2025
Q1 		$227K Buy
+15,275
New +$248K 0.17% 39
2024
Q3 		– Sell
-16,025
Closed -$214K – 39
2024
Q2 		$214K Buy
+16,025
New +$193K 0.17% 44

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Lauer Wealth's HBNC Position: Q4 2025 in Review

Lauer Wealth sold out of Horizon Bancorp (HBNC) in Q4 2025, closing a stake of 15,265 shares — an estimated $240K sold.

Lauer Wealth first reported a position in HBNC in Q2 2024 and held it in 4 quarters. The position peaked at $240K in Q3 2025. 204 funds tracked by Wall St. Rank hold HBNC as of Q4 2025.

  • Lauer Wealth reported no remaining Horizon Bancorp position as of Q4 2025 after selling out during the quarter.
  • Lauer Wealth sold 15,265 Horizon Bancorp shares in Q4 2025, an estimated $240K.
  • Lauer Wealth first reported a position in Horizon Bancorp in Q2 2024 and held it in 4 quarters.
  • Lauer Wealth's Horizon Bancorp position peaked at $240K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Horizon Bancorp as of Q4 2025.

Based on Lauer Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.