WSFG
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Wall Street Financial Group’s HBT Financial HBT Stock Holding History

Wall Street Financial Group’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 		$1.62M Buy
50,630
+16,895
+50% +$486K 0.87% 30
2026
Q1 		$901K Buy
+33,735
New +$919K 0.53% 35

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

Wall Street Financial Group's HBT Position: Q2 2026 in Review

Wall Street Financial Group increased its HBT Financial (HBT) stake by 50% in Q2 2026, buying an estimated $486K and bringing the position to 50,630 shares worth $1.62M. The position accounts for 0.87% of the portfolio, ranked #30.

Wall Street Financial Group first reported a position in HBT in Q1 2026 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Wall Street Financial Group held 50,630 shares of HBT Financial worth $1.62M as of Q2 2026.
  • Wall Street Financial Group bought 16,895 HBT Financial shares in Q2 2026, an estimated $486K.
  • HBT Financial made up 0.87% of Wall Street Financial Group's portfolio in Q2 2026, its #30 holding.
  • Wall Street Financial Group first reported a position in HBT Financial in Q1 2026 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.