Wellington Management Group
HBT icon

Wellington Management Group’s HBT Financial HBT Stock Holding History

Wellington Management 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 		$9.55M Buy
+298,605
New +$8.58M ﹤0.01% 1304
2021
Q2 		– Sell
-24,391
Closed -$418K – 2178
2021
Q1 		$418K Sell
24,391
-57,451
-70% -$932K ﹤0.01% 1900
2020
Q4 		$1.24M Buy
81,842
+43,723
+115% +$593K ﹤0.01% 1581
2020
Q3 		$428K Sell
38,119
-379,392
-91% -$4.64M ﹤0.01% 1744
2020
Q2 		$5.57M Sell
417,511
-548,797
-57% -$6.58M ﹤0.01% 1192
2020
Q1 		$10.2M Sell
966,308
-53,868
-5% -$884K ﹤0.01% 1032
2019
Q4 		$19.4M Buy
+1,020,176
New +$17.4M ﹤0.01% 1001

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wellington Management Group's HBT Position: Q2 2026 in Review

Wellington Management Group opened a new position in HBT Financial (HBT) in Q2 2026: 298,605 shares worth $9.55M. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in HBT as recently as Q1 2021.

Wellington Management Group first reported a position in HBT in Q4 2019 and has held it in 7 quarters since. The position peaked at $19.4M in Q4 2019. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Wellington Management Group held 298,605 shares of HBT Financial worth $9.55M as of Q2 2026.
  • HBT Financial was a new Wellington Management Group position in Q2 2026.
  • HBT Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1304 holding.
  • Wellington Management Group first reported a position in HBT Financial in Q4 2019 and has held it in 7 quarters since.
  • Wellington Management Group's HBT Financial position peaked at $19.4M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.