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Physician Wealth Advisors’s Horizon Bancorp HBNC Stock Holding History

Physician Wealth Advisors’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Sell
250
-32
-11% -$589 ﹤0.01% 1095
2026
Q1 		$4.67K Hold
282
– – ﹤0.01% 1029
2025
Q4 		$4.78K Buy
282
+32
+13% +$530 ﹤0.01% 982
2025
Q3 		$4K Hold
250
– – ﹤0.01% 988
2025
Q2 		$3.85K Buy
+250
New +$3.67K ﹤0.01% 867

Other funds holding HBNC

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Physician Wealth Advisors's HBNC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Horizon Bancorp (HBNC) stake by 11% in Q2 2026, selling an estimated $589 and leaving 250 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Physician Wealth Advisors first reported a position in HBNC in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Physician Wealth Advisors held 250 shares of Horizon Bancorp worth $5K as of Q2 2026.
  • Physician Wealth Advisors sold 32 Horizon Bancorp shares in Q2 2026, an estimated $589.
  • Horizon Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1095 holding.
  • Physician Wealth Advisors first reported a position in Horizon Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.