Rosenthal Henry Capital Advisors’s HBT Financial HBT Stock Holding History

Rosenthal Henry Capital Advisors’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 Q2	–	Sell	-42,500	Closed	-$1.15M	–	49
2026 Q1	$1.15M	Sell	42,500 -50,047	-54%	-$1.36M	1.12%	37
2025 Q4	$3.25M	Hold	92,547	–	–	3.01%	7
2025 Q3	$3.12M	Buy	92,547 +50,047	+118%	+$1.28M	3%	10
2025 Q2	$1.07M	Sell	42,500 -51,036	-55%	-$1.19M	1.08%	36
2025 Q1	$2.7M	Buy	93,536 +51,036	+120%	+$1.2M	2.72%	11
2024 Q4	$931K	Hold	42,500	–	–	0.86%	41
2024 Q3	$930K	Buy	+42,500	New	+$931K	0.93%	36

Other funds holding HBT

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Rosenthal Henry Capital Advisors's HBT Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors sold out of HBT Financial (HBT) in Q2 2026, closing a stake of 42,500 shares — an estimated $1.15M sold.

Rosenthal Henry Capital Advisors first reported a position in HBT in Q3 2024 and held it in 7 quarters. The position peaked at $3.25M in Q4 2025. 27 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

Rosenthal Henry Capital Advisors reported no remaining HBT Financial position as of Q2 2026 after selling out during the quarter.
Rosenthal Henry Capital Advisors sold 42,500 HBT Financial shares in Q2 2026, an estimated $1.15M.
Rosenthal Henry Capital Advisors first reported a position in HBT Financial in Q3 2024 and held it in 7 quarters.
Rosenthal Henry Capital Advisors's HBT Financial position peaked at $3.25M in Q4 2025.
27 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.