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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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. 128 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.
  • 128 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.