Princeton Capital Management’s HomeTrust Bancshares HTB Stock Holding History

Princeton Capital 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 Q3	$229K	Sell	5,000 -500	-9%	-$24.2K	0.05%	137
2026 Q2	$274K	Hold	5,500	–	–	0.06%	127
2026 Q1	$235K	Sell	5,500 -1,000	-15%	-$43.1K	0.06%	128
2025 Q4	$279K	Hold	6,500	–	–	0.07%	116
2025 Q3	$266K	Hold	6,500	–	–	0.07%	114
2025 Q2	$243K	Hold	6,500	–	–	0.07%	111
2025 Q1	$223K	Hold	6,500	–	–	0.08%	104
2024 Q4	$219K	Hold	6,500	–	–	0.07%	107
2024 Q3	$222K	Buy	+6,500	New	+$219K	0.07%	96

Other funds holding HTB

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Princeton Capital Management's HTB Position: Q3 2026 in Review

Princeton Capital Management reduced its HomeTrust Bancshares (HTB) stake by 9.1% in Q3 2026, selling an estimated $24.2K and leaving 5,000 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #137.

Princeton Capital Management first reported a position in HTB in Q3 2024 and has held it in 9 quarters since. The position peaked at $279K in Q4 2025. 30 funds tracked by Wall St. Rank hold HTB as of Q3 2026.

Princeton Capital Management held 5,000 shares of HomeTrust Bancshares worth $229K as of Q3 2026.
Princeton Capital Management sold 500 HomeTrust Bancshares shares in Q3 2026, an estimated $24.2K.
HomeTrust Bancshares made up 0.05% of Princeton Capital Management's portfolio in Q3 2026, its #137 holding.
Princeton Capital Management first reported a position in HomeTrust Bancshares in Q3 2024 and has held it in 9 quarters since.
Princeton Capital Management's HomeTrust Bancshares position peaked at $279K in Q4 2025.
30 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2026.

Based on Princeton Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.