PWPS
HTB

Pinnacle Wealth Planning Services’s HomeTrust Bancshares HTB Stock Holding History

Pinnacle Wealth Planning Services’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 		$97.5K Hold
1,955
– – 0.01% 882
2026
Q1 		$83.4K Hold
1,955
– – 0.01% 893
2025
Q4 		$83.9K Buy
+1,955
New +$80.7K 0.01% 876
2021
Q1 		– Sell
-2,689
Closed -$52K – 2030
2020
Q4 		$52K Buy
+2,689
New +$46.4K 0.01% 779

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

Pinnacle Wealth Planning Services's HTB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its HomeTrust Bancshares (HTB) position steady in Q2 2026 at 1,955 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #882.

Pinnacle Wealth Planning Services first reported a position in HTB in Q4 2020 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,955 shares of HomeTrust Bancshares worth $97.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its HomeTrust Bancshares share count unchanged in Q2 2026.
  • HomeTrust Bancshares made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #882 holding.
  • Pinnacle Wealth Planning Services first reported a position in HomeTrust Bancshares in Q4 2020 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.