True Wealth Design’s Horizon Bancorp HBNC Stock Holding History

True Wealth Design’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
2026 Q3	$2.2K	Hold	117	–	–	﹤0.01%	1643
2026 Q2	$2.34K	Buy	117 +2	+2%	+$37	﹤0.01%	1623
2026 Q1	$1.91K	Sell	115 -4	-3%	-$68	﹤0.01%	1562
2025 Q4	$2.02K	Buy	119 +14	+13%	+$232	﹤0.01%	1448
2025 Q3	$1.68K	Buy	105 +88	+518%	+$1.41K	﹤0.01%	1531
2025 Q2	$262	Buy	+17	New	+$250	﹤0.01%	1986
2024 Q4	–	Sell	-75	Closed	-$1.17K	–	1431
2024 Q3	$1.17K	Buy	+75	New	+$1.12K	﹤0.01%	934

Other funds holding HBNC

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's HBNC Position: Q3 2026 in Review

True Wealth Design held its Horizon Bancorp (HBNC) position steady in Q3 2026 at 117 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

True Wealth Design first reported a position in HBNC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.34K in Q2 2026. 14 funds tracked by Wall St. Rank hold HBNC as of Q3 2026.

True Wealth Design held 117 shares of Horizon Bancorp worth $2.2K as of Q3 2026.
True Wealth Design left its Horizon Bancorp share count unchanged in Q3 2026.
Horizon Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1643 holding.
True Wealth Design first reported a position in Horizon Bancorp in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Horizon Bancorp position peaked at $2.34K in Q2 2026.
14 funds tracked by Wall St. Rank held Horizon Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.