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Martingale Asset Management’s HBT Financial HBT Stock Holding History

Martingale 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 		– Sell
-54,917
Closed -$1.47M – 858
2026
Q1 		$1.47M Buy
54,917
+9,135
+20% +$249K 0.04% 405
2025
Q4 		$1.18M Sell
45,782
-19
-0% -$469 0.03% 441
2025
Q3 		$1.15M Sell
45,801
-50
-0.1% -$1.28K 0.03% 444
2025
Q2 		$1.16M Sell
45,851
-684
-1% -$16K 0.03% 434
2025
Q1 		$1.04M Buy
46,535
+2,363
+5% +$55.6K 0.03% 448
2024
Q4 		$967K Buy
44,172
+14,447
+49% +$329K 0.02% 480
2024
Q3 		$650K Buy
29,725
+5,600
+23% +$123K 0.01% 570
2024
Q2 		$493K Buy
24,125
+314
+1% +$5.98K 0.01% 599
2024
Q1 		$453K Buy
23,811
+1,002
+4% +$19.5K 0.01% 636
2023
Q4 		$481K Buy
22,809
+3,702
+19% +$71.1K 0.01% 621
2023
Q3 		$349K Sell
19,107
-8,008
-30% -$152K 0.01% 662
2023
Q2 		$500K Sell
27,115
-4,502
-14% -$82.4K 0.01% 614
2023
Q1 		$623K Buy
31,617
+13,978
+79% +$292K 0.01% 563
2022
Q4 		$345K Sell
17,639
-190
-1% -$3.74K 0.01% 693
2022
Q3 		$324K Sell
17,829
-1,902
-10% -$34.5K 0.01% 703
2022
Q2 		$353K Sell
19,731
-4,999
-20% -$87.8K 0.01% 714
2022
Q1 		$450K Sell
24,730
-292
-1% -$5.56K 0.01% 660
2021
Q4 		$469K Hold
25,022
– – 0.01% 655
2021
Q3 		$390K Hold
25,022
– – 0.01% 711
2021
Q2 		$436K Hold
25,022
– – 0.01% 628
2021
Q1 		$429K Sell
25,022
-1
-0% -$16 ﹤0.01% 656
2020
Q4 		$380K Sell
25,023
-799
-3% -$10.8K ﹤0.01% 693
2020
Q3 		$290K Buy
25,822
+7,022
+37% +$85.9K ﹤0.01% 914
2020
Q2 		$251K Hold
18,800
– – ﹤0.01% 960
2020
Q1 		$198K Buy
+18,800
New +$308K ﹤0.01% 927

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

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

Martingale Asset Management sold out of HBT Financial (HBT) in Q2 2026, closing a stake of 54,917 shares — an estimated $1.47M sold.

Martingale Asset Management first reported a position in HBT in Q1 2020 and held it in 25 quarters. The position peaked at $1.47M in Q1 2026. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Martingale Asset Management reported no remaining HBT Financial position as of Q2 2026 after selling out during the quarter.
  • Martingale Asset Management sold 54,917 HBT Financial shares in Q2 2026, an estimated $1.47M.
  • Martingale Asset Management first reported a position in HBT Financial in Q1 2020 and held it in 25 quarters.
  • Martingale Asset Management's HBT Financial position peaked at $1.47M in Q1 2026.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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