Root Financial Partners
HBT icon

Root Financial Partners’s HBT Financial HBT Stock Holding History

Root Financial Partners’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
2026
Q3 		$884 Buy
+25
New +$877 ﹤0.01% 3000
2026
Q2 		– Sell
-9
Closed -$240 – 1597
2026
Q1 		$240 Buy
+9
New +$245 ﹤0.01% 3108

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LPL Financial
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

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

Root Financial Partners opened a new position in HBT Financial (HBT) in Q3 2026: 25 shares worth $884. The stake represents ﹤0.01% of the portfolio and ranks #3000 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HBT as recently as Q1 2026.

Root Financial Partners first reported a position in HBT in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold HBT as of Q3 2026.

  • Root Financial Partners held 25 shares of HBT Financial worth $884 as of Q3 2026.
  • HBT Financial was a new Root Financial Partners position in Q3 2026.
  • HBT Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3000 holding.
  • Root Financial Partners first reported a position in HBT Financial in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held HBT Financial as of Q3 2026.

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