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
2024 Q4	–	Sell	-600	Closed	-$13K	–	8953
2024 Q3	$13K	Buy	+600	New	+$13.1K	﹤0.01%	6999

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

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.