LPL Financial
HBT icon

LPL Financial’s HBT Financial HBT Stock Holding History

LPL Financial’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 		$10.3M Sell
321,709
-2,339
-0.7% -$67.2K ﹤0.01% 2120
2026
Q1 		$8.66M Buy
324,048
+5,669
+2% +$154K ﹤0.01% 2115
2025
Q4 		$8.23M Buy
318,379
+9,874
+3% +$244K ﹤0.01% 2092
2025
Q3 		$7.77M Sell
308,505
-7,398
-2% -$190K ﹤0.01% 2104
2025
Q2 		$7.96M Sell
315,903
-4,773
-1% -$112K ﹤0.01% 1922
2025
Q1 		$7.19M Sell
320,676
-4,033
-1% -$94.9K ﹤0.01% 1852
2024
Q4 		$7.11M Buy
+324,709
New +$7.4M ﹤0.01% 1791

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

LPL Financial's HBT Position: Q2 2026 in Review

LPL Financial reduced its HBT Financial (HBT) stake by 0.72% in Q2 2026, selling an estimated $67.2K and leaving 321,709 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

LPL Financial first reported a position in HBT in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • LPL Financial held 321,709 shares of HBT Financial worth $10.3M as of Q2 2026.
  • LPL Financial sold 2,339 HBT Financial shares in Q2 2026, an estimated $67.2K.
  • HBT Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2120 holding.
  • LPL Financial first reported a position in HBT Financial in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.