S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

Chuck Royce’s HTB Holdings & Trades

First Buy
Q2 2018
Duration Held
31 Quarters
Largest Add
Q1 2021
+179,100 Shares
Current Position
145,431 Shares
$6.24 M Value

Chuck Royce's HTB Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 145,431 shares of HomeTrust Bancshares, Inc. (HTB) worth $6.24 M, representing 0.06% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 31 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in HTB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 179,100 shares. Largest reduction occurred in Q4 2020, reducing 195,800 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's HomeTrust Bancshares (HTB) Holding Value Over Time

Track share changes against reported price movement

Quarterly HomeTrust Bancshares (HTB) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -7,581 Reduce 4.95% 145,431 $42.94
Q3 2025 -63,904 Reduce 29.46% 153,012 $40.94
Q2 2025 +106,376 Add 96.23% 216,916 $37.41
Q1 2025 -39,760 Reduce 26.45% 110,540 $34.28
Q3 2024 -10,000 Reduce 6.24% 150,300 $34.08
Q1 2024 -4,200 Reduce 2.55% 160,300 $27.34
Q4 2023 -2,600 Reduce 1.56% 164,500 $26.92
Q3 2023 -4,300 Reduce 2.51% 167,100 $21.67
Q2 2023 -1,289 Reduce 0.75% 171,400 $20.89
Q1 2023 -7,800 Reduce 4.32% 172,689 $24.59
Q2 2022 -1,400 Reduce 0.77% 180,489 $25.00
Q1 2022 -109,337 Reduce 37.54% 181,889 $29.53
Q4 2021 -42,407 Reduce 12.71% 291,226 $30.98
Q3 2021 -24,300 Reduce 6.79% 333,633 $27.98
Q2 2021 +155,133 Add 76.50% 357,933 $27.90
Q1 2021 +179,100 Add 755.70% 202,800 $24.35
Q4 2020 -195,800 Reduce 89.20% 23,700 $19.32
Q3 2020 +60,000 Add 37.62% 219,500 $13.58
Q1 2020 +5,000 Add 3.24% 159,500 $15.92
Q4 2019 +18,900 Add 13.94% 154,500 $26.83
Q3 2019 +42,700 Add 45.96% 135,600 $26.07
Q4 2018 -3,000 Reduce 3.13% 92,900 $26.18
Q3 2018 +80,900 Add 539.33% 95,900 $29.14
Q2 2018 +15,000 New Buy 15,000 $28.13

Chuck Royce's HomeTrust Bancshares Investment FAQs

Chuck Royce first purchased HomeTrust Bancshares, Inc. (HTB) in Q2 2018, acquiring 15,000 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 HomeTrust Bancshares, Inc. (HTB) for 31 quarters since Q2 2018.

Chuck Royce's largest addition to HomeTrust Bancshares, Inc. (HTB) was in Q1 2021, adding 202,800 shares worth $4.94 M.

According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 145,431 shares of HomeTrust Bancshares, Inc. (HTB), valued at approximately $6.24 M.

As of the Q4 2025 filing, HomeTrust Bancshares, Inc. (HTB) represents approximately 0.06% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in HomeTrust Bancshares, Inc. (HTB) was 357,933 shares, as reported at the end of Q2 2021.