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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
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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Martingale Asset Management's HBT Position: Q1 2026 in Review

Martingale Asset Management increased its HBT Financial (HBT) stake by 20% in Q1 2026, buying an estimated $249K and bringing the position to 54,917 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #405.

Martingale Asset Management first reported a position in HBT in Q1 2020 and has held it in 25 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Martingale Asset Management held 54,917 shares of HBT Financial worth $1.47M as of Q1 2026.
  • Martingale Asset Management bought 9,135 HBT Financial shares in Q1 2026, an estimated $249K.
  • HBT Financial made up 0.04% of Martingale Asset Management's portfolio in Q1 2026, its #405 holding.
  • Martingale Asset Management first reported a position in HBT Financial in Q1 2020 and has held it in 25 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.