Meredith Wealth Planning
HBT icon

Meredith Wealth Planning’s HBT Financial HBT Stock Holding History

Meredith Wealth Planning’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
Q3 		$339K Hold
9,594
– – 0.08% 64
2026
Q2 		$307K Hold
9,594
– – 0.07% 63
2026
Q1 		$256K Hold
9,594
– – 0.07% 63
2025
Q4 		$248K Hold
9,594
– – 0.07% 58
2025
Q3 		$242K Hold
9,594
– – 0.08% 59
2025
Q2 		$242K Hold
9,594
– – 0.09% 54
2025
Q1 		$215K Hold
9,594
– – 0.09% 51
2024
Q4 		$210K Hold
9,594
– – 0.09% 51
2024
Q3 		$210K Buy
+9,594
New +$210K 0.1% 46
2024
Q1 		– Sell
-9,594
Closed -$203K – 43
2023
Q4 		$203K Buy
+9,594
New +$184K 0.13% 43

Other funds holding HBT

Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Meredith Wealth Planning's HBT Position: Q3 2026 in Review

Meredith Wealth Planning held its HBT Financial (HBT) position steady in Q3 2026 at 9,594 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #64.

Meredith Wealth Planning first reported a position in HBT in Q4 2023 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold HBT as of Q3 2026.

  • Meredith Wealth Planning held 9,594 shares of HBT Financial worth $339K as of Q3 2026.
  • Meredith Wealth Planning left its HBT Financial share count unchanged in Q3 2026.
  • HBT Financial made up 0.08% of Meredith Wealth Planning's portfolio in Q3 2026, its #64 holding.
  • Meredith Wealth Planning first reported a position in HBT Financial in Q4 2023 and has held it in 10 quarters since.
  • 17 funds tracked by Wall St. Rank held HBT Financial as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.