R Squared’s HBT Financial HBT Stock Holding History

R Squared’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
2025 Q1	–	Sell	-450	Closed	-$9.86K	–	799
2024 Q4	$9.86K	Buy	+450	New	+$10.2K	0.01%	1157

Other funds holding HBT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

R Squared's HBT Position: Q1 2025 in Review

R Squared sold out of HBT Financial (HBT) in Q1 2025, closing a stake of 450 shares — an estimated $9.86K sold.

R Squared first reported a position in HBT in Q4 2024 and held it in 1 quarter. The position peaked at $9.86K in Q4 2024. 104 funds tracked by Wall St. Rank hold HBT as of Q1 2025.

R Squared reported no remaining HBT Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 450 HBT Financial shares in Q1 2025, an estimated $9.86K.
R Squared first reported a position in HBT Financial in Q4 2024 and held it in 1 quarter.
R Squared's HBT Financial position peaked at $9.86K in Q4 2024.
104 funds tracked by Wall St. Rank held HBT Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.