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

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

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. 128 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.
  • 128 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.