UBS AM
HBT icon

UBS AM’s HBT Financial HBT Stock Holding History

UBS AM’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 		$279K Sell
8,735
-773
-8% -$22.2K ﹤0.01% 2664
2026
Q1 		$254K Buy
9,508
+189
+2% +$5.15K ﹤0.01% 2687
2025
Q4 		$241K Buy
9,319
+54
+0.6% +$1.33K ﹤0.01% 2443
2025
Q3 		$233K Sell
9,265
-14,494
-61% -$372K ﹤0.01% 2216
2025
Q2 		$599K Buy
23,759
+12,776
+116% +$299K ﹤0.01% 2469
2025
Q1 		$246K Hold
10,983
– – ﹤0.01% 2569
2024
Q4 		$241K Sell
10,983
-5,289
-33% -$120K ﹤0.01% 2628
2024
Q3 		$356K Sell
16,272
-4,409
-21% -$96.6K ﹤0.01% 2702
2024
Q2 		$422K Buy
+20,681
New +$394K ﹤0.01% 2662

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

UBS AM's HBT Position: Q2 2026 in Review

UBS AM reduced its HBT Financial (HBT) stake by 8.1% in Q2 2026, selling an estimated $22.2K and leaving 8,735 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

UBS AM first reported a position in HBT in Q2 2024 and has held it in 9 quarters since. The position peaked at $599K in Q2 2025. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • UBS AM held 8,735 shares of HBT Financial worth $279K as of Q2 2026.
  • UBS AM sold 773 HBT Financial shares in Q2 2026, an estimated $22.2K.
  • HBT Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2664 holding.
  • UBS AM first reported a position in HBT Financial in Q2 2024 and has held it in 9 quarters since.
  • UBS AM's HBT Financial position peaked at $599K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.