TWD
HBT icon

True Wealth Design’s HBT Financial HBT Stock Holding History

True Wealth Design’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
Q2 		$320 Hold
10
– – ﹤0.01% 2335
2026
Q1 		$268 Hold
10
– – ﹤0.01% 2258
2025
Q4 		$259 Sell
10
-2
-17% -$49 ﹤0.01% 2161
2025
Q3 		$303 Buy
+12
New +$308 ﹤0.01% 2178

Other funds holding HBT

WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design held its HBT Financial (HBT) position steady in Q2 2026 at 10 shares worth $320. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

True Wealth Design first reported a position in HBT in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • True Wealth Design held 10 shares of HBT Financial worth $320 as of Q2 2026.
  • True Wealth Design left its HBT Financial share count unchanged in Q2 2026.
  • HBT Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2335 holding.
  • True Wealth Design first reported a position in HBT Financial in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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