MWM
HTB

Modern Wealth Management’s HomeTrust Bancshares HTB Stock Holding History

Modern Wealth Management’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+4,233
New +$196K ﹤0.01% 1017

Other funds holding HTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Modern Wealth Management's HTB Position: Q2 2026 in Review

Modern Wealth Management opened a new position in HomeTrust Bancshares (HTB) in Q2 2026: 4,233 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings.

173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Modern Wealth Management held 4,233 shares of HomeTrust Bancshares worth $211K as of Q2 2026.
  • HomeTrust Bancshares was a new Modern Wealth Management position in Q2 2026.
  • HomeTrust Bancshares made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1017 holding.
  • 173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.