WCM
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Wedge Capital Management’s HBT Financial HBT Stock Holding History

Wedge Capital Management’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 		$925K Sell
28,930
-752
-3% -$21.6K 0.02% 416
2026
Q1 		$793K Buy
+29,682
New +$808K 0.01% 454

Other funds holding HBT

WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wedge Capital Management's HBT Position: Q2 2026 in Review

Wedge Capital Management reduced its HBT Financial (HBT) stake by 2.5% in Q2 2026, selling an estimated $21.6K and leaving 28,930 shares worth $925K. The position accounts for 0.02% of the portfolio, ranked #416.

Wedge Capital Management first reported a position in HBT in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Wedge Capital Management held 28,930 shares of HBT Financial worth $925K as of Q2 2026.
  • Wedge Capital Management sold 752 HBT Financial shares in Q2 2026, an estimated $21.6K.
  • HBT Financial made up 0.02% of Wedge Capital Management's portfolio in Q2 2026, its #416 holding.
  • Wedge Capital Management first reported a position in HBT Financial in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.