Root Financial Partners
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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
Q3 		$1.68K Buy
+89
New +$1.77K ﹤0.01% 2721
2026
Q2 		– Sell
-19
Closed -$315 – 1593
2026
Q1 		$315 Buy
+19
New +$325 ﹤0.01% 3020

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Mackenzie Financial
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Sapient Capital
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Wedge Capital Management
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Wealth Enhancement Advisory Services
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Blue Trust Inc
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ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Root Financial Partners's HBNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Horizon Bancorp (HBNC) in Q3 2026: 89 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #2721 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HBNC as recently as Q1 2026.

Root Financial Partners first reported a position in HBNC in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold HBNC as of Q3 2026.

  • Root Financial Partners held 89 shares of Horizon Bancorp worth $1.68K as of Q3 2026.
  • Horizon Bancorp was a new Root Financial Partners position in Q3 2026.
  • Horizon Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2721 holding.
  • Root Financial Partners first reported a position in Horizon Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.