Wealth Enhancement Advisory Services
HBNC icon

Wealth Enhancement Advisory Services’s Horizon Bancorp HBNC Stock Holding History

Wealth Enhancement Advisory Services’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 		$410K Buy
20,917
+5,137
+33% +$94.5K ﹤0.01% 2878
2026
Q1 		$264K Buy
15,780
+1,255
+9% +$21.5K ﹤0.01% 2898
2025
Q4 		$245K Buy
14,525
+1,492
+11% +$24.7K ﹤0.01% 3098
2025
Q3 		$211K Buy
+13,033
New +$209K ﹤0.01% 3090

Other funds holding HBNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's HBNC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Horizon Bancorp (HBNC) stake by 33% in Q2 2026, buying an estimated $94.5K and bringing the position to 20,917 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Wealth Enhancement Advisory Services first reported a position in HBNC in Q3 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold HBNC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,917 shares of Horizon Bancorp worth $410K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,137 Horizon Bancorp shares in Q2 2026, an estimated $94.5K.
  • Horizon Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2878 holding.
  • Wealth Enhancement Advisory Services first reported a position in Horizon Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held Horizon Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.