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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

True Wealth Design's HBNC Position: Q2 2026 in Review

True Wealth Design increased its Horizon Bancorp (HBNC) stake by 1.7% in Q2 2026, buying an estimated $37 and bringing the position to 117 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

True Wealth Design first reported a position in HBNC in Q3 2024 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

True Wealth Design held 117 shares of Horizon Bancorp worth $2.34K as of Q2 2026.
True Wealth Design bought 2 Horizon Bancorp shares in Q2 2026, an estimated $37.
Horizon Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1623 holding.
True Wealth Design first reported a position in Horizon Bancorp in Q3 2024 and has held it in 6 quarters since.
205 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.