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Chuck Royce’s HBT Holdings & Trades

First Buy
Q4 2019
Duration Held
26 Quarters
Largest Add
Q3 2020
+292,866 Shares
Current Position
264,422 Shares
$7.07 M Value

Chuck Royce's HBT Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 264,422 shares of HBT Financial, Inc. (HBT) worth $7.07 M, representing 0.07% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 26 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in HBT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 292,866 shares. Largest reduction occurred in Q2 2024, reducing 193,906 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's HBT Financial (HBT) Holding Value Over Time

Track share changes against reported price movement

Quarterly HBT Financial (HBT) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -6,515 Reduce 2.40% 264,422 $26.72
Q4 2025 -17,203 Reduce 5.97% 270,937 $25.85
Q3 2025 -118,282 Reduce 29.10% 288,140 $25.20
Q2 2025 +46,500 Add 12.92% 406,422 $25.21
Q1 2025 +27,169 Add 8.16% 359,922 $22.41
Q4 2024 +32,146 Add 10.69% 332,753 $21.90
Q3 2024 -26,908 Reduce 8.22% 300,607 $21.88
Q2 2024 -193,906 Reduce 37.19% 327,515 $20.42
Q1 2024 +11,731 Add 2.30% 521,421 $19.04
Q4 2023 -23,389 Reduce 4.39% 509,690 $21.11
Q3 2023 -26,827 Reduce 4.79% 533,079 $18.24
Q2 2023 -90,834 Reduce 13.96% 559,906 $18.44
Q1 2023 -112,190 Reduce 14.71% 650,740 $19.72
Q4 2022 -32,308 Reduce 4.06% 762,930 $19.57
Q3 2022 -26 Reduce 0.00% 795,238 $18.15
Q2 2022 -14,677 Reduce 1.81% 795,264 $17.87
Q1 2022 -24,056 Reduce 2.88% 809,941 $18.18
Q4 2021 +16,856 Add 2.06% 833,997 $18.73
Q3 2021 +533 Add 0.07% 817,141 $15.55
Q2 2021 +56,110 Add 7.38% 816,608 $17.41
Q1 2021 +178,848 Add 30.75% 760,498 $17.12
Q4 2020 +279,291 Add 92.37% 581,650 $15.15
Q3 2020 +292,866 Add 3085.07% 302,359 $11.22
Q2 2020 +6,145 Add 183.54% 9,493 $13.38
Q1 2020 +359 Add 12.01% 3,348 $10.45
Q4 2019 +2,989 New Buy 2,989 $19.07

Chuck Royce's HBT Financial Investment FAQs

Chuck Royce first purchased HBT Financial, Inc. (HBT) in Q4 2019, acquiring 2,989 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held HBT Financial, Inc. (HBT) for 26 quarters since Q4 2019.

Chuck Royce's largest addition to HBT Financial, Inc. (HBT) was in Q3 2020, adding 302,359 shares worth $3.39 M.

According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 264,422 shares of HBT Financial, Inc. (HBT), valued at approximately $7.07 M.

As of the Q1 2026 filing, HBT Financial, Inc. (HBT) represents approximately 0.07% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in HBT Financial, Inc. (HBT) was 833,997 shares, as reported at the end of Q4 2021.