ZIM
HBT icon

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
Q2 		$692K Sell
21,646
-363
-2% -$10.4K ﹤0.01% 465
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
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

Zacks Investment Management's HBT Position: Q2 2026 in Review

Zacks Investment Management reduced its HBT Financial (HBT) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 21,646 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Zacks Investment Management first reported a position in HBT in Q4 2022 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Zacks Investment Management held 21,646 shares of HBT Financial worth $692K as of Q2 2026.
  • Zacks Investment Management sold 363 HBT Financial shares in Q2 2026, an estimated $10.4K.
  • HBT Financial made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #465 holding.
  • Zacks Investment Management first reported a position in HBT Financial in Q4 2022 and has held it in 15 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.