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 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%	+$8.35K	﹤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

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

Stifel Financial's HBT Position: Q1 2026 in Review

Stifel Financial held its HBT Financial (HBT) position steady in Q1 2026 at 12,477 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.

Stifel Financial first reported a position in HBT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.45M in Q2 2023. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Stifel Financial held 12,477 shares of HBT Financial worth $333K as of Q1 2026.
Stifel Financial left its HBT Financial share count unchanged in Q1 2026.
HBT Financial made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3112 holding.
Stifel Financial first reported a position in HBT Financial in Q4 2019 and has held it in 26 quarters since.
Stifel Financial's HBT Financial position peaked at $1.45M in Q2 2023.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.