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Summit Global Investments’s Horizon Bancorp HBNC Stock Holding History

Summit Global Investments’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,223
Closed -$219K – 505
2025
Q2 		$219K Buy
14,223
+287
+2% +$4.22K 0.01% 437
2025
Q1 		$210K Buy
+13,936
New +$226K 0.02% 407

Other funds holding HBNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Summit Global Investments's HBNC Position: Q3 2025 in Review

Summit Global Investments sold out of Horizon Bancorp (HBNC) in Q3 2025, closing a stake of 14,223 shares — an estimated $219K sold.

Summit Global Investments first reported a position in HBNC in Q1 2025 and held it in 2 quarters. The position peaked at $219K in Q2 2025. 209 funds tracked by Wall St. Rank hold HBNC as of Q3 2025.

  • Summit Global Investments reported no remaining Horizon Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 14,223 Horizon Bancorp shares in Q3 2025, an estimated $219K.
  • Summit Global Investments first reported a position in Horizon Bancorp in Q1 2025 and held it in 2 quarters.
  • Summit Global Investments's Horizon Bancorp position peaked at $219K in Q2 2025.
  • 209 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.