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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in HTB — HomeTrust Bancshares, Inc.

CIK 1512024 RALEIGH, NC
Back to HTB Full portfolio

Position in HTB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$673,265
-$50,804 QoQ
Shares Held
13,495
-20.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 172 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority Sole 45% Shared 0% None 55%

Common Shares in HTB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. HTB ranks #81 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OZK
Bank OZK
 2,570,708 $133,908,179
2 PNC
Pnc Financial Services Group, Inc.
 323,224 $79,584,213
3 UMBF
Umb Financial Corp
 428,347 $61,150,817
4 TFC
Truist Financial Corp
 680,372 $33,896,133
5 FSBC
Five Star Bancorp
 467,107 $22,743,439
6 USB
US Bancorp De
 375,575 $22,684,730
7 NWG
NatWest Group plc
 1,013,954 $17,876,009
8 MTB
M&T Bank Corp
 68,944 $16,409,361

All Filings in HTB

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $673,265 13,495
2026-03-31 $724,069 16,977
2025-12-31 $756,516 17,618
2025-09-30 $327,970 8,011
2025-06-30 $285,176 7,623
2022-12-31 $1,284,514 53,145
2022-09-30 $2,735,029 123,757
2022-06-30 $3,093,850 123,754
2022-03-31 $1,647,449 55,789
2021-12-31 $1,755,233 56,657
2021-09-30 $1,542,537 55,130
2021-06-30 $1,450,214 51,979
2021-03-31 $1,302,773 53,502
2020-12-31 $1,030,825 53,383
2020-09-30 $3,105,284 228,666
2020-06-30 $460,576 28,786