BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in HTB — HomeTrust Bancshares, Inc.
CIK 911274
CANTON, OH
Position in HTB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$238,925
-$5,231 QoQ
Shares Held
5,602
-1.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $23,195,178 across 23 Banks - Regional names. HTB ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
373,262 | $4,912,127 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
273,681 | $4,283,107 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
162,128 | $3,694,897 | |
| 4 | FITB |
Fifth Third Bancorp
|
27,058 | $1,257,114 | |
| 5 | KEY |
Keycorp /New/
|
62,486 | $1,252,844 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,884 | $1,224,401 | |
| 7 | TFC |
Truist Financial Corp
|
16,828 | $773,583 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,533 | $677,306 |
All Filings in HTB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,925 | 5,602 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $244,156 | 5,686 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $233,358 | 5,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $254,388 | 6,800 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $233,104 | 6,800 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $229,024 | 6,800 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $231,744 | 6,800 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $204,204 | 6,800 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $211,338 | 7,730 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $208,091 | 7,730 | Shares | Sole | 2024-01-09 | |
| 2022-03-31 | $216,454 | 7,330 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $227,083 | 7,330 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $205,093 | 7,330 | Shares | Sole | 2021-10-08 | |
| 2020-06-30 | $84,800 | 5,300 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||