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Southern Michigan Bank & Trust’s HEICO Corp HEI Stock Holding History

Southern Michigan Bank & Trust’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.6K Hold
72
– – 0.01% 257
2026
Q1 		$19.7K Buy
+72
New +$23.2K 0.01% 278

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Southern Michigan Bank & Trust's HEI Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its HEICO Corp (HEI) position steady in Q2 2026 at 72 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Southern Michigan Bank & Trust first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Southern Michigan Bank & Trust held 72 shares of HEICO Corp worth $25.6K as of Q2 2026.
  • Southern Michigan Bank & Trust left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #257 holding.
  • Southern Michigan Bank & Trust first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.