Simplex Trading
HBT icon

Simplex Trading’s HBT Financial HBT Stock Holding History

Simplex Trading’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
2025
Q3 		– Sell
-6
Closed – – 9431
2025
Q2 		$0 Buy
+6
New +$140 ﹤0.01% 9079
2024
Q4 		– Sell
-547
Closed -$12.5K – 8952
2024
Q3 		$11K Buy
547
+412
+305% +$9.03K ﹤0.01% 7120
2024
Q2 		$2K Buy
+135
New +$2.57K ﹤0.01% 8275

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Simplex Trading's HBT Position: Q3 2025 in Review

Simplex Trading sold out of HBT Financial (HBT) in Q3 2025, closing a stake of 6 shares.

Simplex Trading first reported a position in HBT in Q2 2024 and held it in 3 quarters. The position peaked at $11K in Q3 2024. 113 funds tracked by Wall St. Rank hold HBT as of Q3 2025.

  • Simplex Trading reported no remaining HBT Financial position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 6 HBT Financial shares in Q3 2025.
  • Simplex Trading first reported a position in HBT Financial in Q2 2024 and held it in 3 quarters.
  • Simplex Trading's HBT Financial position peaked at $11K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held HBT Financial as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.