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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
Q1 		$240 Buy
+9
New +$245 ﹤0.01% 3108

Other funds holding HBT

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Root Financial Partners's HBT Position: Q1 2026 in Review

Root Financial Partners opened a new position in HBT Financial (HBT) in Q1 2026: 9 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #3108 among its holdings.

129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Root Financial Partners held 9 shares of HBT Financial worth $240 as of Q1 2026.
  • HBT Financial was a new Root Financial Partners position in Q1 2026.
  • HBT Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3108 holding.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.