Hickory Point Bank & Trust EFG — ISHARES TR

Ownership history in Hickory Point Bank & Trust  ·  8 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported ISHARES TR (EFG) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.38% in 2025 Q2. The latest visible filing shows EFG at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EFG was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFG stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust held EFG — position size vs. price
% of Fund (quarterly)    EFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 4,174 — 0% 0.30% $500K 2026-10-01 $119.23
2026 Q2 UNCHANGED — — — 4,174 — 0% 0.31% $519K 2026-07-17 $120.04
2026 Q1 UNCHANGED — — — 4,174 — 0% 0.31% $465K 2026-04-03 $111.94
2025 Q4 UNCHANGED — — — 4,174 — 0% 0.34% $476K 2026-01-12 $118.94
2025 Q3 UNCHANGED — — — 4,174 — 0% 0.36% $475K 2025-10-06 $114.59
2025 Q2 UNCHANGED — — — 4,174 — 0% 0.38% $467K 2025-07-08 $108.69
2025 Q1 UNCHANGED — — — 4,174 — 0% 0.37% $417K 2025-04-14 $95.26
2024 Q4 INITIATED — — — 4,174 — — 0.36% $404K 2025-02-05 $99.16

🏢 Other funds also holding EFG

As of 2026 Q3 — sorted by position size

First Citizens Financial Corp 3Y 0.49% Montecito Bank & Trust 3Y 7Y 0.09% DOLIVER ADVISORS, LP 3Y 7Y 0.09% Global Wealth Strategies & Associates 3Y 0.06% Planning Strategies Inc. 0.01% Roxbury Financial LLC 0.01% Coastline Trust Co 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Hickory Point Bank & Trust and EFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning EFG?

Hickory Point Bank & Trust reported EFG across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported EFG position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for EFG was 0.38% in 2025 Q2.

What is the latest reported EFG position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 4,174 shares, equal to 0.30% of portfolio, with an estimated market value of $500K.

What does the chart on this EFG ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly EFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hickory Point Bank & Trust Holdings