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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
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

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

Meredith Wealth Planning's HBT Position: Q1 2026 in Review

Meredith Wealth Planning held its HBT Financial (HBT) position steady in Q1 2026 at 9,594 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #63.

Meredith Wealth Planning first reported a position in HBT in Q4 2023 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Meredith Wealth Planning held 9,594 shares of HBT Financial worth $256K as of Q1 2026.
  • Meredith Wealth Planning left its HBT Financial share count unchanged in Q1 2026.
  • HBT Financial made up 0.07% of Meredith Wealth Planning's portfolio in Q1 2026, its #63 holding.
  • Meredith Wealth Planning first reported a position in HBT Financial in Q4 2023 and has held it in 8 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.