Y-Intercept (HK)’s Horizon Bancorp HBNC Stock Holding History

Y-Intercept (HK)’s Portfolio HBNC Stock Details HBNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	+56,791	New	+$1.04M	0.02%	996
2026 Q1	–	Sell	-119,766	Closed	-$2.03M	–	1757
2025 Q4	$2.03M	Buy	119,766 +87,250	+268%	+$1.45M	0.05%	614
2025 Q3	$521K	Buy	+32,516	New	+$521K	0.01%	1248
2025 Q2	–	Sell	-13,114	Closed	-$198K	–	1774
2025 Q1	$198K	Buy	+13,114	New	+$213K	0.01%	1066
2024 Q4	–	Sell	-15,184	Closed	-$236K	–	1381
2024 Q3	$236K	Buy	+15,184	New	+$226K	0.01%	1100
2024 Q2	–	Sell	-21,960	Closed	-$282K	–	1592
2024 Q1	$282K	Buy	21,960 +5,598	+34%	+$71.4K	0.02%	980
2023 Q4	$234K	Buy	+16,362	New	+$185K	0.02%	923
2023 Q1	–	Sell	-15,825	Closed	-$239K	–	1319
2022 Q4	$239K	Buy	15,825 +2,022	+15%	+$33.3K	0.04%	755
2022 Q3	$248K	Buy	+13,803	New	+$260K	0.02%	758

Other funds holding HBNC

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return