TWD
HTB

True Wealth Design’s HomeTrust Bancshares HTB Stock Holding History

True Wealth Design’s Portfolio HTB Stock Details HTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$849 Hold
17
– – ﹤0.01% 2046
2026
Q1 		$726 Hold
17
– – ﹤0.01% 1919
2025
Q4 		$730 Hold
17
– – ﹤0.01% 1830
2025
Q3 		$696 Buy
17
+14
+467% +$560 ﹤0.01% 1893
2025
Q2 		$113 Buy
+3
New +$105 ﹤0.01% 2210

Other funds holding HTB

PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

True Wealth Design held its HomeTrust Bancshares (HTB) position steady in Q2 2026 at 17 shares worth $849. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

True Wealth Design first reported a position in HTB in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold HTB as of Q2 2026.

  • True Wealth Design held 17 shares of HomeTrust Bancshares worth $849 as of Q2 2026.
  • True Wealth Design left its HomeTrust Bancshares share count unchanged in Q2 2026.
  • HomeTrust Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2046 holding.
  • True Wealth Design first reported a position in HomeTrust Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q2 2026.

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