SFA
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Sequoia Financial Advisors’s HBT Financial HBT Stock Holding History

Sequoia Financial 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 		$451K Buy
+14,101
New +$405K ﹤0.01% 1404

Other funds holding HBT

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sequoia Financial Advisors's HBT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in HBT Financial (HBT) in Q2 2026: 14,101 shares worth $451K. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings.

13 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Sequoia Financial Advisors held 14,101 shares of HBT Financial worth $451K as of Q2 2026.
  • HBT Financial was a new Sequoia Financial Advisors position in Q2 2026.
  • HBT Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1404 holding.
  • 13 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.