NewEdge Advisors’s HBT Financial HBT Stock Holding History

NewEdge Advisors’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	$9.6K	Hold	300	–	–	﹤0.01%	3551
2026 Q1	$8.02K	Hold	300	–	–	﹤0.01%	3452
2025 Q4	$7.75K	Hold	300	–	–	﹤0.01%	3544
2025 Q3	$7.56K	Hold	300	–	–	﹤0.01%	3412
2025 Q2	$7.56K	Hold	300	–	–	﹤0.01%	3293
2025 Q1	$6.72K	Hold	300	–	–	﹤0.01%	3216
2024 Q4	$6.57K	Hold	300	–	–	﹤0.01%	3158
2024 Q3	$6.56K	Hold	300	–	–	﹤0.01%	3073
2024 Q2	$6.13K	Hold	300	–	–	﹤0.01%	3027
2024 Q1	$5.71K	Hold	300	–	–	﹤0.01%	3088
2023 Q4	$6.33K	Hold	300	–	–	﹤0.01%	3039
2023 Q3	$5.47K	Hold	300	–	–	﹤0.01%	2779
2023 Q2	$5.53K	Hold	300	–	–	﹤0.01%	2779
2023 Q1	$5.92K	Hold	300	–	–	﹤0.01%	2725
2022 Q4	$6	Buy	+300	New	+$5.9K	﹤0.01%	3776

Other funds holding HBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NewEdge Advisors's HBT Position: Q2 2026 in Review

NewEdge Advisors held its HBT Financial (HBT) position steady in Q2 2026 at 300 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

NewEdge Advisors first reported a position in HBT in Q4 2022 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

NewEdge Advisors held 300 shares of HBT Financial worth $9.6K as of Q2 2026.
NewEdge Advisors left its HBT Financial share count unchanged in Q2 2026.
HBT Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3551 holding.
NewEdge Advisors first reported a position in HBT Financial in Q4 2022 and has held it in 15 quarters since.
128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.