Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Horizon Bancorp HBNC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio HBNC Stock Details HBNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
54,525
-13,671
-20% -$252K ﹤0.01% 1531
2026
Q1 		$1.13M Sell
68,196
-62,471
-48% -$1.07M ﹤0.01% 1469
2025
Q4 		$2.22M Buy
130,667
+12,443
+11% +$206K ﹤0.01% 1226
2025
Q3 		$1.89M Buy
118,224
+22,685
+24% +$363K ﹤0.01% 1321
2025
Q2 		$1.47M Buy
95,539
+11,846
+14% +$174K ﹤0.01% 1372
2025
Q1 		$1.26M Hold
83,693
– – ﹤0.01% 1384
2024
Q4 		$1.35M Buy
+83,693
New +$1.4M ﹤0.01% 923

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HBNC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Horizon Bancorp (HBNC) stake by 20% in Q2 2026, selling an estimated $252K and leaving 54,525 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HBNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2025. 108 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 54,525 shares of Horizon Bancorp worth $1.09M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 13,671 Horizon Bancorp shares in Q2 2026, an estimated $252K.
  • Horizon Bancorp made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1531 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Horizon Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Horizon Bancorp position peaked at $2.22M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.