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Rothschild Investment LLC’s Horizon Bancorp HBNC Stock Holding History

Rothschild Investment LLC’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
Q1 		$6.41K Buy
387
+10
+3% +$171 ﹤0.01% 1932
2025
Q4 		$6.39K Buy
377
+88
+30% +$1.46K ﹤0.01% 1765
2025
Q3 		$4.63K Buy
289
+129
+81% +$2.07K ﹤0.01% 1741
2025
Q2 		$2.46K Buy
160
+60
+60% +$881 ﹤0.01% 1924
2025
Q1 		$1.51K Buy
100
+30
+43% +$487 ﹤0.01% 2080
2024
Q4 		$1.13K Sell
70
-15
-18% -$252 ﹤0.01% 2145
2024
Q3 		$1.32K Buy
85
+45
+113% +$671 ﹤0.01% 1966
2024
Q2 		$495 Buy
40
+30
+300% +$361 ﹤0.01% 2020
2024
Q1 		$128 Buy
+10
New +$128 ﹤0.01% 2046

Other funds holding HBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's HBNC Position: Q1 2026 in Review

Rothschild Investment LLC increased its Horizon Bancorp (HBNC) stake by 2.7% in Q1 2026, buying an estimated $171 and bringing the position to 387 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Rothschild Investment LLC first reported a position in HBNC in Q1 2024 and has held it in 9 quarters since. 198 funds tracked by Wall St. Rank hold HBNC as of Q1 2026.

  • Rothschild Investment LLC held 387 shares of Horizon Bancorp worth $6.41K as of Q1 2026.
  • Rothschild Investment LLC bought 10 Horizon Bancorp shares in Q1 2026, an estimated $171.
  • Horizon Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1932 holding.
  • Rothschild Investment LLC first reported a position in Horizon Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 198 funds tracked by Wall St. Rank held Horizon Bancorp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.