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Southern Michigan Bank & Trust’s Haleon HLN Stock Holding History

Southern Michigan Bank & Trust’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04K Buy
540
+40
+8% +$372 ﹤0.01% 366
2026
Q1 		$5K Buy
+500
New +$5.2K ﹤0.01% 361

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Southern Michigan Bank & Trust increased its Haleon (HLN) stake by 8% in Q2 2026, buying an estimated $372 and bringing the position to 540 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Southern Michigan Bank & Trust first reported a position in HLN in Q1 2026 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Southern Michigan Bank & Trust held 540 shares of Haleon worth $5.04K as of Q2 2026.
  • Southern Michigan Bank & Trust bought 40 Haleon shares in Q2 2026, an estimated $372.
  • Haleon made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #366 holding.
  • Southern Michigan Bank & Trust first reported a position in Haleon in Q1 2026 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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