SEI Investments’s HBT Financial HBT Stock Holding History

SEI Investments’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	$339K	Hold	10,597	–	–	﹤0.01%	2809
2026 Q1	$283K	Hold	10,597	–	–	﹤0.01%	2841
2025 Q4	$274K	Buy	10,597 +14	+0.1%	+$346	﹤0.01%	2782
2025 Q3	$267K	Hold	10,583	–	–	﹤0.01%	2509
2025 Q2	$267K	Hold	10,583	–	–	﹤0.01%	2453
2025 Q1	$237K	Sell	10,583 -461	-4%	-$10.8K	﹤0.01%	2424
2024 Q4	$242K	Buy	+11,044	New	+$252K	﹤0.01%	2425

Other funds holding HBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SEI Investments's HBT Position: Q2 2026 in Review

SEI Investments held its HBT Financial (HBT) position steady in Q2 2026 at 10,597 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

SEI Investments 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.

SEI Investments held 10,597 shares of HBT Financial worth $339K as of Q2 2026.
SEI Investments left its HBT Financial share count unchanged in Q2 2026.
HBT Financial made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2809 holding.
SEI Investments 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 SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.