Zacks Investment Management’s HBT Financial HBT Stock Holding History

Zacks Investment 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 Q1	$588K	Hold	22,009	–	–	﹤0.01%	467
2025 Q4	$569K	Hold	22,009	–	–	﹤0.01%	481
2025 Q3	$555K	Sell	22,009 -693	-3%	-$17.8K	﹤0.01%	476
2025 Q2	$572K	Sell	22,702 -1,724	-7%	-$40.4K	﹤0.01%	461
2025 Q1	$547K	Sell	24,426 -3,655	-13%	-$86K	0.01%	467
2024 Q4	$615K	Sell	28,081 -1,870	-6%	-$42.6K	0.01%	464
2024 Q3	$655K	Hold	29,951	–	–	0.01%	457
2024 Q2	$612K	Hold	29,951	–	–	0.01%	414
2024 Q1	$570K	Hold	29,951	–	–	0.01%	458
2023 Q4	$632K	Sell	29,951 -2,990	-9%	-$57.4K	0.01%	436
2023 Q3	$601K	Hold	32,941	–	–	0.01%	436
2023 Q2	$607K	Buy	32,941 +12,744	+63%	+$233K	0.01%	440
2023 Q1	$398K	Buy	20,197 +4,939	+32%	+$103K	0.01%	482
2022 Q4	$299K	Buy	+15,258	New	+$300K	﹤0.01%	504

Other funds holding HBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Zacks Investment Management's HBT Position: Q1 2026 in Review

Zacks Investment Management held its HBT Financial (HBT) position steady in Q1 2026 at 22,009 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Zacks Investment Management first reported a position in HBT in Q4 2022 and has held it in 14 quarters since. The position peaked at $655K in Q3 2024. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Zacks Investment Management held 22,009 shares of HBT Financial worth $588K as of Q1 2026.
Zacks Investment Management left its HBT Financial share count unchanged in Q1 2026.
HBT Financial made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #467 holding.
Zacks Investment Management first reported a position in HBT Financial in Q4 2022 and has held it in 14 quarters since.
Zacks Investment Management's HBT Financial position peaked at $655K in Q3 2024.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.