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 Q3	$779	Hold	17	–	–	﹤0.01%	2010
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

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

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

FFO

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

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

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

True Wealth Design held its HomeTrust Bancshares (HTB) position steady in Q3 2026 at 17 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

True Wealth Design first reported a position in HTB in Q2 2025 and has held it in 6 quarters since. The position peaked at $849 in Q2 2026. 15 funds tracked by Wall St. Rank hold HTB as of Q3 2026.

True Wealth Design held 17 shares of HomeTrust Bancshares worth $779 as of Q3 2026.
True Wealth Design left its HomeTrust Bancshares share count unchanged in Q3 2026.
HomeTrust Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2010 holding.
True Wealth Design first reported a position in HomeTrust Bancshares in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's HomeTrust Bancshares position peaked at $849 in Q2 2026.
15 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q3 2026.

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