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Beese Fulmer Investment Management’s Home Federal Bancorp HFBL Stock Holding History

Beese Fulmer Investment Management’s Portfolio HFBL Stock Details HFBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+9,700
New +$188K 0.01% 388
2022
Q3 		– Sell
-9,700
Closed -$203K – 215
2022
Q2 		$203K Hold
9,700
– – 0.03% 215
2022
Q1 		$204K Buy
+9,700
New +$201K 0.02% 224
2020
Q3 		– Sell
-9,700
Closed -$121K – 341
2020
Q2 		$121K Buy
+9,700
New +$117K 0.02% 226

Other funds holding HFBL

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ASCM
Adkins Seale Capital Management Shreveport, Louisiana $112M AUM
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Beese Fulmer Investment Management's HFBL Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Home Federal Bancorp (HFBL) in Q2 2026: 9,700 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in HFBL as recently as Q2 2022.

Beese Fulmer Investment Management first reported a position in HFBL in Q2 2020 and has held it in 4 quarters since. The position peaked at $204K in Q1 2022. 16 funds tracked by Wall St. Rank hold HFBL as of Q2 2026.

  • Beese Fulmer Investment Management held 9,700 shares of Home Federal Bancorp worth $204K as of Q2 2026.
  • Home Federal Bancorp was a new Beese Fulmer Investment Management position in Q2 2026.
  • Home Federal Bancorp made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #388 holding.
  • Beese Fulmer Investment Management first reported a position in Home Federal Bancorp in Q2 2020 and has held it in 4 quarters since.
  • Beese Fulmer Investment Management's Home Federal Bancorp position peaked at $204K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Home Federal Bancorp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.