Wells Fargo
HBT icon

Wells Fargo’s HBT Financial HBT Stock Holding History

Wells Fargo’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 		$436K Sell
13,641
-14,297
-51% -$411K ﹤0.01% 4719
2026
Q1 		$747K Sell
27,938
-8,511
-23% -$232K ﹤0.01% 3919
2025
Q4 		$942K Buy
36,449
+27,669
+315% +$683K ﹤0.01% 4020
2025
Q3 		$221K Buy
8,780
+524
+6% +$13.4K ﹤0.01% 4887
2025
Q2 		$208K Buy
8,256
+564
+7% +$13.2K ﹤0.01% 4744
2025
Q1 		$172K Buy
7,692
+170
+2% +$4K ﹤0.01% 4805
2024
Q4 		$165K Buy
7,522
+1,638
+28% +$37.3K ﹤0.01% 4906
2024
Q3 		$129K Buy
5,884
+253
+4% +$5.54K ﹤0.01% 4871
2024
Q2 		$115K Buy
5,631
+934
+20% +$17.8K ﹤0.01% 4850
2024
Q1 		$89.4K Buy
4,697
+604
+15% +$11.8K ﹤0.01% 4954
2023
Q4 		$86.4K Buy
4,093
+776
+23% +$14.9K ﹤0.01% 4995
2023
Q3 		$60.5K Sell
3,317
-1,798
-35% -$34.2K ﹤0.01% 5078
2023
Q2 		$94.3K Buy
5,115
+2,558
+100% +$46.8K ﹤0.01% 5078
2023
Q1 		$50.4K Buy
2,557
+2,197
+610% +$45.9K ﹤0.01% 5154
2022
Q4 		$7.04K Buy
360
+335
+1,340% +$6.59K ﹤0.01% 5680
2022
Q3 		$0 Sell
25
-105
-81% -$1.91K ﹤0.01% 6918
2022
Q2 		$2K Sell
130
-5,577
-98% -$98K ﹤0.01% 6324
2022
Q1 		$104K Sell
5,707
-3,361
-37% -$64K ﹤0.01% 5310
2021
Q4 		$170K Sell
9,068
-21,940
-71% -$396K ﹤0.01% 5356
2021
Q3 		$482K Sell
31,008
-22,061
-42% -$357K ﹤0.01% 4679
2021
Q2 		$924K Buy
53,069
+32,408
+157% +$575K ﹤0.01% 4261
2021
Q1 		$353K Sell
20,661
-17,836
-46% -$289K ﹤0.01% 4875
2020
Q4 		$583K Buy
38,497
+3,568
+10% +$48.4K ﹤0.01% 4415
2020
Q3 		$391K Buy
34,929
+8,597
+33% +$105K ﹤0.01% 4531
2020
Q2 		$351K Buy
26,332
+18,805
+250% +$225K ﹤0.01% 4574
2020
Q1 		$79K Buy
7,527
+6,700
+810% +$110K ﹤0.01% 5173
2019
Q4 		$16K Buy
+827
New +$14.1K ﹤0.01% 5787

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

Wells Fargo's HBT Position: Q2 2026 in Review

Wells Fargo reduced its HBT Financial (HBT) stake by 51% in Q2 2026, selling an estimated $411K and leaving 13,641 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #4719.

Wells Fargo first reported a position in HBT in Q4 2019 and has held it in 27 quarters since. The position peaked at $942K in Q4 2025. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Wells Fargo held 13,641 shares of HBT Financial worth $436K as of Q2 2026.
  • Wells Fargo sold 14,297 HBT Financial shares in Q2 2026, an estimated $411K.
  • HBT Financial made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4719 holding.
  • Wells Fargo first reported a position in HBT Financial in Q4 2019 and has held it in 27 quarters since.
  • Wells Fargo's HBT Financial position peaked at $942K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.