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HTB

Root Financial Partners’s HomeTrust Bancshares HTB Stock Holding History

Root Financial Partners’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21
Closed -$896 – 3407
2026
Q1 		$896 Buy
+21
New +$905 ﹤0.01% 2651

Other funds holding HTB

PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

Root Financial Partners sold out of HomeTrust Bancshares (HTB) in Q2 2026, closing a stake of 21 shares — an estimated $896 sold.

Root Financial Partners first reported a position in HTB in Q1 2026 and held it in 1 quarter. The position peaked at $896 in Q1 2026. 31 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Root Financial Partners reported no remaining HomeTrust Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 HomeTrust Bancshares shares in Q2 2026, an estimated $896.
  • Root Financial Partners first reported a position in HomeTrust Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's HomeTrust Bancshares position peaked at $896 in Q1 2026.
  • 31 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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