MCM
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MAI Capital Management’s HBT Financial HBT Stock Holding History

MAI Capital 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
-8
Closed -$214 – 3201
2026
Q1 		$214 Buy
8
+4
+100% +$109 ﹤0.01% 4609
2025
Q4 		$104 Buy
+4
New +$99 ﹤0.01% 4162

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
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

MAI Capital Management's HBT Position: Q2 2026 in Review

MAI Capital Management sold out of HBT Financial (HBT) in Q2 2026, closing a stake of 8 shares — an estimated $214 sold.

MAI Capital Management first reported a position in HBT in Q4 2025 and held it in 2 quarters. The position peaked at $214 in Q1 2026. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • MAI Capital Management reported no remaining HBT Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 8 HBT Financial shares in Q2 2026, an estimated $214.
  • MAI Capital Management first reported a position in HBT Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's HBT Financial position peaked at $214 in Q1 2026.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.