Wellington Management Group’s HomeTrust Bancshares HTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.4M Sell
2025
Q2
$11.5M Sell
2025
Q1
$10.6M Sell
2024
Q4
$12.6M Buy
2024
Q3
$12.2M Buy
2024
Q2
$7.48M Buy
2024
Q1
$749K Buy
2019
Q3
Sell
2019
Q2
$590K Sell
2019
Q1
$606K Buy
2015
Q2
Sell
2015
Q1
$13.6M Hold
2014
Q4
$14.2M Hold
2014
Q3
$12.5M Hold
2014
Q2
$13.5M Hold
2014
Q1
$13.5M Hold
2013
Q4
$13.6M Hold
2013
Q3
$14.1M Hold
2013
Q2
$14.5M Buy