Rise Advisors’s Horizon Bancorp HBNC Stock Holding History

Rise 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
2025 Q3	–	Sell	-64	Closed	-$984	–	1559
2025 Q2	$984	Buy	+64	New	+$940	﹤0.01%	1289

Other funds holding HBNC

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

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

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

PCA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Rise Advisors's HBNC Position: Q3 2025 in Review

Rise Advisors sold out of Horizon Bancorp (HBNC) in Q3 2025, closing a stake of 64 shares — an estimated $984 sold.

Rise Advisors first reported a position in HBNC in Q2 2025 and held it in 1 quarter. The position peaked at $984 in Q2 2025. 209 funds tracked by Wall St. Rank hold HBNC as of Q3 2025.

Rise Advisors reported no remaining Horizon Bancorp position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 64 Horizon Bancorp shares in Q3 2025, an estimated $984.
Rise Advisors first reported a position in Horizon Bancorp in Q2 2025 and held it in 1 quarter.
Rise Advisors's Horizon Bancorp position peaked at $984 in Q2 2025.
209 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.