Stifel Financial’s HBT Financial HBT Stock Holding History

Stifel Financial’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 Q3	–	Sell	-12,477	Closed	-$399K	–	3808
2026 Q2	$399K	Hold	12,477	–	–	﹤0.01%	3118
2026 Q1	$333K	Hold	12,477	–	–	﹤0.01%	3112
2025 Q4	$323K	Hold	12,477	–	–	﹤0.01%	3106
2025 Q3	$314K	Hold	12,477	–	–	﹤0.01%	3086
2025 Q2	$315K	Hold	12,477	–	–	﹤0.01%	3024
2025 Q1	$280K	Hold	12,477	–	–	﹤0.01%	3011
2024 Q4	$273K	Sell	12,477 -32,900	-73%	-$749K	﹤0.01%	3004
2024 Q3	$993K	Hold	45,377	–	–	﹤0.01%	2232
2024 Q2	$927K	Hold	45,377	–	–	﹤0.01%	2213
2024 Q1	$864K	Hold	45,377	–	–	﹤0.01%	2281
2023 Q4	$958K	Sell	45,377 -100	-0.2%	-$1.92K	﹤0.01%	2174
2023 Q3	$830K	Sell	45,477 -33,100	-42%	-$630K	﹤0.01%	2169
2023 Q2	$1.45M	Buy	78,577 +5,934	+8%	+$109K	﹤0.01%	1830
2023 Q1	$1.43M	Buy	72,643 +11,886	+20%	+$248K	﹤0.01%	1788
2022 Q4	$1.19M	Sell	60,757 -12	-0%	-$236	﹤0.01%	1870
2022 Q3	$1.1M	Sell	60,769 -31	-0.1%	-$563	﹤0.01%	1906
2022 Q2	$1.09M	Buy	60,800 +45	+0.1%	+$791	﹤0.01%	1932
2022 Q1	$1.1M	Hold	60,755	–	–	﹤0.01%	2043
2021 Q4	$1.14M	Hold	60,755	–	–	﹤0.01%	2034
2021 Q3	$945K	Buy	60,755 +140	+0.2%	+$2.26K	﹤0.01%	2140
2021 Q2	$1.06M	Hold	60,615	–	–	﹤0.01%	2048
2021 Q1	$1.04M	Hold	60,615	–	–	﹤0.01%	1966
2020 Q4	$918K	Buy	60,615 +615	+1%	+$8.34K	﹤0.01%	1907
2020 Q3	$673K	Hold	60,000	–	–	﹤0.01%	1899
2020 Q2	$800K	Hold	60,000	–	–	﹤0.01%	1719
2020 Q1	$632K	Hold	60,000	–	–	﹤0.01%	1716
2019 Q4	$1.14M	Buy	+60,000	New	+$1.02M	﹤0.01%	1725

Other funds holding HBT

Heartland Bank & Trust Bloomington, Illinois $1.6B AUM 26.14% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Stifel Financial's HBT Position: Q3 2026 in Review

Stifel Financial sold out of HBT Financial (HBT) in Q3 2026, closing a stake of 12,477 shares — an estimated $399K sold.

Stifel Financial first reported a position in HBT in Q4 2019 and held it in 27 quarters. The position peaked at $1.45M in Q2 2023. 103 funds tracked by Wall St. Rank hold HBT as of Q3 2026.

Stifel Financial reported no remaining HBT Financial position as of Q3 2026 after selling out during the quarter.
Stifel Financial sold 12,477 HBT Financial shares in Q3 2026, an estimated $399K.
Stifel Financial first reported a position in HBT Financial in Q4 2019 and held it in 27 quarters.
Stifel Financial's HBT Financial position peaked at $1.45M in Q2 2023.
103 funds tracked by Wall St. Rank held HBT Financial as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.