Plante Moran Financial Advisors’s Horizon Bancorp HBNC Stock Holding History

Plante Moran Financial 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 Q1	$32.3K	Hold	1,949	–	–	﹤0.01%	368
2025 Q4	$33.1K	Sell	1,949 -1,948	-50%	-$32.3K	﹤0.01%	375
2025 Q3	$62.4K	Hold	3,897	–	–	﹤0.01%	307
2025 Q2	$59.9K	Hold	3,897	–	–	﹤0.01%	308
2025 Q1	$58.8K	Hold	3,897	–	–	0.01%	313
2024 Q4	$62.8K	Hold	3,897	–	–	0.01%	312
2024 Q3	$60.6K	Hold	3,897	–	–	0.01%	357
2024 Q2	$48.2K	Hold	3,897	–	–	﹤0.01%	341
2024 Q1	$50K	Hold	3,897	–	–	0.01%	334
2023 Q4	$55.8K	Hold	3,897	–	–	0.01%	308
2023 Q3	$41.6K	Hold	3,897	–	–	0.01%	312
2023 Q2	$40.6K	Hold	3,897	–	–	﹤0.01%	326
2023 Q1	$43.1K	Hold	3,897	–	–	0.01%	310
2022 Q4	$58.8K	Hold	3,897	–	–	0.01%	286
2022 Q3	$70K	Hold	3,897	–	–	0.01%	260
2022 Q2	$68K	Hold	3,897	–	–	0.01%	274
2022 Q1	$73K	Hold	3,897	–	–	0.01%	274
2021 Q4	$81K	Sell	3,897 -500	-11%	-$9.82K	0.01%	280
2021 Q3	$80K	Hold	4,397	–	–	0.02%	300
2021 Q2	$77K	Hold	4,397	–	–	0.02%	288
2021 Q1	$82K	Buy	4,397 +500	+13%	+$8.89K	0.02%	279
2020 Q4	$62K	Hold	3,897	–	–	0.02%	315
2020 Q3	$39K	Hold	3,897	–	–	0.01%	364
2020 Q2	$42K	Hold	3,897	–	–	0.02%	315
2020 Q1	$38K	Hold	3,897	–	–	0.02%	299
2019 Q4	$74K	Sell	3,897 -2,593	-40%	-$47.6K	0.03%	261
2019 Q3	$113K	Hold	6,490	–	–	0.03%	225
2019 Q2	$106K	Hold	6,490	–	–	0.03%	214
2019 Q1	$104K	Hold	6,490	–	–	0.03%	219
2018 Q4	$102K	Hold	6,490	–	–	0.04%	206
2018 Q3	$128K	Hold	6,490	–	–	0.04%	191
2018 Q2	$134K	Sell	6,490 -1	-0%	-$20	0.07%	198
2018 Q1	$130K	Hold	6,491	–	–	0.07%	197
2017 Q4	$120K	Sell	6,491 -148	-2%	-$2.73K	0.07%	195
2017 Q3	$129K	Hold	6,639	–	–	0.08%	170
2017 Q2	$117K	Hold	6,639	–	–	0.07%	179
2017 Q1	$116K	Sell	6,639 -227	-3%	-$3.95K	0.07%	189
2016 Q4	$128K	Sell	6,866 -1	-0%	-$15	0.08%	187
2016 Q3	$90K	Hold	6,867	–	–	0.06%	217
2016 Q2	$77K	Sell	6,867 -473	-6%	-$5.14K	0.06%	226
2016 Q1	$81K	Sell	7,340 -812	-10%	-$8.99K	0.06%	201
2015 Q4	$101K	Sell	8,152 -7,301	-47%	-$86.6K	0.08%	186
2015 Q3	$163K	Hold	15,453	–	–	0.13%	120
2015 Q2	$171K	Hold	15,453	–	–	0.12%	128
2015 Q1	$161K	Sell	15,453 -26,127	-63%	-$272K	0.11%	134
2014 Q4	$483K	Sell	41,580 -1,935	-4%	-$21.4K	0.36%	58
2014 Q3	$446K	Buy	+43,515	New	+$425K	0.39%	57

Other funds holding HBNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's HBNC Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Horizon Bancorp (HBNC) position steady in Q1 2026 at 1,949 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Plante Moran Financial Advisors first reported a position in HBNC in Q3 2014 and has held it in 47 quarters since. The position peaked at $483K in Q4 2014. 198 funds tracked by Wall St. Rank hold HBNC as of Q1 2026.

Plante Moran Financial Advisors held 1,949 shares of Horizon Bancorp worth $32.3K as of Q1 2026.
Plante Moran Financial Advisors left its Horizon Bancorp share count unchanged in Q1 2026.
Horizon Bancorp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #368 holding.
Plante Moran Financial Advisors first reported a position in Horizon Bancorp in Q3 2014 and has held it in 47 quarters since.
Plante Moran Financial Advisors's Horizon Bancorp position peaked at $483K in Q4 2014.
198 funds tracked by Wall St. Rank held Horizon Bancorp as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.