Siena Capital Partners’s HBT Financial HBT Stock Holding History

Siena Capital Partners’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 Q1	$4.87M	Hold	182,331	–	–	1.26%	26
2025 Q4	$4.71M	Hold	182,331	–	–	1.27%	27
2025 Q3	$4.59M	Hold	182,331	–	–	1.32%	25
2025 Q2	$4.6M	Hold	182,331	–	–	1.34%	25
2025 Q1	$4.09M	Hold	182,331	–	–	1.21%	29
2024 Q4	$3.99M	Hold	182,331	–	–	1.1%	35
2024 Q3	$3.99M	Hold	182,331	–	–	1.15%	35
2024 Q2	$3.72M	Hold	182,331	–	–	1.23%	26
2024 Q1	$3.47M	Buy	182,331 +74,986	+70%	+$1.46M	1.16%	29
2023 Q4	$2.27M	Hold	107,345	–	–	0.71%	61
2023 Q3	$1.98M	Hold	107,345	–	–	0.71%	62
2023 Q2	$1.98M	Hold	107,345	–	–	0.7%	61
2023 Q1	$2.12M	Buy	+107,345	New	+$2.24M	0.76%	58

Other funds holding HBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Siena Capital Partners's HBT Position: Q1 2026 in Review

Siena Capital Partners held its HBT Financial (HBT) position steady in Q1 2026 at 182,331 shares worth $4.87M. The position accounts for 1.26% of the portfolio, ranked #26.

Siena Capital Partners first reported a position in HBT in Q1 2023 and has held it in 13 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Siena Capital Partners held 182,331 shares of HBT Financial worth $4.87M as of Q1 2026.
Siena Capital Partners left its HBT Financial share count unchanged in Q1 2026.
HBT Financial made up 1.26% of Siena Capital Partners's portfolio in Q1 2026, its #26 holding.
Siena Capital Partners first reported a position in HBT Financial in Q1 2023 and has held it in 13 quarters since.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Siena Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.