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
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 $5.72T AUM 30.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

LPL Financial's HBT Position: Q1 2026 in Review

LPL Financial increased its HBT Financial (HBT) stake by 1.8% in Q1 2026, buying an estimated $154K and bringing the position to 324,048 shares worth $8.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

LPL Financial first reported a position in HBT in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • LPL Financial held 324,048 shares of HBT Financial worth $8.66M as of Q1 2026.
  • LPL Financial bought 5,669 HBT Financial shares in Q1 2026, an estimated $154K.
  • HBT Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2115 holding.
  • LPL Financial first reported a position in HBT Financial in Q4 2024 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.