Position in HBT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$13,360
+$435 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $102,021 across 11 Banks - Regional names. HBT ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
765 | $35,167 | |
| 2 | FITB |
Fifth Third Bancorp
|
657 | $30,524 | |
| 3 | HBT |
HBT Financial, Inc.
This page
|
500 | $13,360 | |
| 4 | EWBC |
East West Bancorp Inc
|
100 | $10,676 | |
| 5 | RF |
Regions Financial Corp
|
252 | $6,582 | |
| 6 | NU |
Nu Holdings Ltd.
|
182 | $2,615 | |
| 7 | FLG |
Flagstar Bank, National Association
|
72 | $948 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4 | $832 |
All Filings in HBT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,360 | 500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,925 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,600 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $12,605 | 500 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||