LSV Asset Management’s HBT Financial HBT Stock Holding History

LSV Asset 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	$83K	Sell	2,600 -117,825	-98%	-$3.39M	﹤0.01%	862
2026 Q1	$3.22M	Sell	120,425 -49,753	-29%	-$1.35M	0.01%	518
2025 Q4	$4.4M	Sell	170,178 -20,300	-11%	-$501K	0.01%	492
2025 Q3	$4.8M	Sell	190,478 -36,500	-16%	-$936K	0.01%	475
2025 Q2	$5.72M	Sell	226,978 -3,700	-2%	-$86.6K	0.01%	456
2025 Q1	$5.17M	Buy	230,678 +12,863	+6%	+$303K	0.01%	473
2024 Q4	$4.77M	Sell	217,815 -1,300	-0.6%	-$29.6K	0.01%	488
2024 Q3	$4.79M	Buy	219,115 +105,307	+93%	+$2.31M	0.01%	507
2024 Q2	$2.32M	Buy	113,808 +104,184	+1,083%	+$1.98M	0.01%	587
2024 Q1	$183K	Buy	+9,624	New	+$188K	﹤0.01%	803
2022 Q3	–	Sell	-19,500	Closed	-$348K	–	882
2022 Q2	$348K	Sell	19,500 -2,200	-10%	-$38.6K	﹤0.01%	772
2022 Q1	$395K	Sell	21,700 -1,200	-5%	-$22.8K	﹤0.01%	776
2021 Q4	$429K	Sell	22,900 -2,000	-8%	-$36.1K	﹤0.01%	781
2021 Q3	$387K	Hold	24,900	–	–	﹤0.01%	794
2021 Q2	$433K	Hold	24,900	–	–	﹤0.01%	800
2021 Q1	$426K	Buy	+24,900	New	+$404K	﹤0.01%	810

Other funds holding HBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LSV Asset Management's HBT Position: Q2 2026 in Review

LSV Asset Management reduced its HBT Financial (HBT) stake by 98% in Q2 2026, selling an estimated $3.39M and leaving 2,600 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

LSV Asset Management first reported a position in HBT in Q1 2021 and has held it in 16 quarters since. The position peaked at $5.72M in Q2 2025. 50 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

LSV Asset Management held 2,600 shares of HBT Financial worth $83K as of Q2 2026.
LSV Asset Management sold 117,825 HBT Financial shares in Q2 2026, an estimated $3.39M.
HBT Financial made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #862 holding.
LSV Asset Management first reported a position in HBT Financial in Q1 2021 and has held it in 16 quarters since.
LSV Asset Management's HBT Financial position peaked at $5.72M in Q2 2025.
50 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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