MassMutual Private Wealth & Trust’s HBT Financial HBT Stock Holding History

MassMutual Private Wealth & Trust’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	$8.99K	Sell	281 -1	-0.4%	-$29	﹤0.01%	1451
2026 Q1	$7.54K	Hold	282	–	–	﹤0.01%	1501
2025 Q4	$7.29K	Hold	282	–	–	﹤0.01%	1526
2025 Q3	$7.11K	Hold	282	–	–	﹤0.01%	1542
2025 Q2	$7.11K	Hold	282	–	–	﹤0.01%	1490
2025 Q1	$6.32K	Buy	282 +71	+34%	+$1.67K	﹤0.01%	1489
2024 Q4	$4.62K	Buy	+211	New	+$4.81K	﹤0.01%	1560

Other funds holding HBT

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

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's HBT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its HBT Financial (HBT) stake by 0.35% in Q2 2026, selling an estimated $29 and leaving 281 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

MassMutual Private Wealth & Trust first reported a position in HBT in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

MassMutual Private Wealth & Trust held 281 shares of HBT Financial worth $8.99K as of Q2 2026.
MassMutual Private Wealth & Trust sold 1 HBT Financial share in Q2 2026, an estimated $29.
HBT Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1451 holding.
MassMutual Private Wealth & Trust first reported a position in HBT Financial in Q4 2024 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.