RIL
HTB

Rothschild Investment LLC’s HomeTrust Bancshares HTB Stock Holding History

Rothschild Investment LLC’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 		$1.7K Buy
34
+4
+13% +$185 ﹤0.01% 2821
2026
Q1 		$1.28K Hold
30
– – ﹤0.01% 2764
2025
Q4 		$1.29K Sell
30
-11
-27% -$454 ﹤0.01% 2577
2025
Q3 		$1.68K Buy
41
+11
+37% +$440 ﹤0.01% 2333
2025
Q2 		$1.12K Hold
30
– – ﹤0.01% 2407
2025
Q1 		$1.03K Hold
30
– – ﹤0.01% 2326
2024
Q4 		$1.01K Buy
+30
New +$1.05K ﹤0.01% 2215

Other funds holding HTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Rothschild Investment LLC increased its HomeTrust Bancshares (HTB) stake by 13% in Q2 2026, buying an estimated $185 and bringing the position to 34 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Rothschild Investment LLC first reported a position in HTB in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • Rothschild Investment LLC held 34 shares of HomeTrust Bancshares worth $1.7K as of Q2 2026.
  • Rothschild Investment LLC bought 4 HomeTrust Bancshares shares in Q2 2026, an estimated $185.
  • HomeTrust Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2821 holding.
  • Rothschild Investment LLC first reported a position in HomeTrust Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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