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Rothschild Investment LLC’s HBT Financial HBT Stock Holding History

Rothschild Investment LLC’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 		$1.28K Buy
40
+4
+11% +$115 ﹤0.01% 2953
2026
Q1 		$962 Buy
36
+1
+3% +$27 ﹤0.01% 2887
2025
Q4 		$905 Buy
35
+4
+13% +$99 ﹤0.01% 2714
2025
Q3 		$781 Buy
31
+6
+24% +$154 ﹤0.01% 2688
2025
Q2 		$630 Hold
25
– – ﹤0.01% 2660
2025
Q1 		$560 Hold
25
– – ﹤0.01% 2584
2024
Q4 		$548 Buy
+25
New +$569 ﹤0.01% 2496

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rothschild Investment LLC's HBT Position: Q2 2026 in Review

Rothschild Investment LLC increased its HBT Financial (HBT) stake by 11% in Q2 2026, buying an estimated $115 and bringing the position to 40 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Rothschild Investment LLC first reported a position in HBT in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of HBT Financial worth $1.28K as of Q2 2026.
  • Rothschild Investment LLC bought 4 HBT Financial shares in Q2 2026, an estimated $115.
  • HBT Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2953 holding.
  • Rothschild Investment LLC first reported a position in HBT Financial in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.