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Root Financial Partners’s Horizon Bancorp HBNC Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-19
Closed -$315 – 1593
2026
Q1 		$315 Buy
+19
New +$325 ﹤0.01% 3020

Other funds holding HBNC

HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Root Financial Partners's HBNC Position: Q2 2026 in Review

Root Financial Partners sold out of Horizon Bancorp (HBNC) in Q2 2026, closing a stake of 19 shares — an estimated $315 sold.

Root Financial Partners first reported a position in HBNC in Q1 2026 and held it in 1 quarter. The position peaked at $315 in Q1 2026. 38 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Root Financial Partners reported no remaining Horizon Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Horizon Bancorp shares in Q2 2026, an estimated $315.
  • Root Financial Partners first reported a position in Horizon Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Horizon Bancorp position peaked at $315 in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.