WANY
HTB

Wealthspire Advisors (New York)’s HomeTrust Bancshares HTB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-197
Closed -$8.07K – 3043
2025
Q3 		$8.07K Buy
+197
New +$7.89K ﹤0.01% 2125

Other funds holding HTB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s HTB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of HomeTrust Bancshares (HTB) in Q4 2025, closing a stake of 197 shares — an estimated $8.07K sold.

Wealthspire Advisors (New York) first reported a position in HTB in Q3 2025 and held it in 1 quarter. The position peaked at $8.07K in Q3 2025. 132 funds tracked by Wall St. Rank hold HTB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining HomeTrust Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 197 HomeTrust Bancshares shares in Q4 2025, an estimated $8.07K.
  • Wealthspire Advisors (New York) first reported a position in HomeTrust Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s HomeTrust Bancshares position peaked at $8.07K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held HomeTrust Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.