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Longfellow Investment Management’s HBT Financial HBT Stock Holding History

Longfellow Investment Management’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
Q2 		– Sell
-647
Closed -$17.3K – 255
2026
Q1 		$17.3K Buy
+647
New +$17.6K ﹤0.01% 159

Other funds holding HBT

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Longfellow Investment Management's HBT Position: Q2 2026 in Review

Longfellow Investment Management sold out of HBT Financial (HBT) in Q2 2026, closing a stake of 647 shares — an estimated $17.3K sold.

Longfellow Investment Management first reported a position in HBT in Q1 2026 and held it in 1 quarter. The position peaked at $17.3K in Q1 2026. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Longfellow Investment Management reported no remaining HBT Financial position as of Q2 2026 after selling out during the quarter.
  • Longfellow Investment Management sold 647 HBT Financial shares in Q2 2026, an estimated $17.3K.
  • Longfellow Investment Management first reported a position in HBT Financial in Q1 2026 and held it in 1 quarter.
  • Longfellow Investment Management's HBT Financial position peaked at $17.3K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.