Carson Wealth (CWM LLC)
HBCP icon

Carson Wealth (CWM LLC)’s Home Bancorp HBCP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HBCP Stock Details HBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$395K Buy
6,525
+710
+12% +$42.7K ﹤0.01% 2189
2025
Q4 		$336K Buy
5,815
+994
+21% +$55.3K ﹤0.01% 2187
2025
Q3 		$262K Buy
4,821
+3,108
+181% +$170K ﹤0.01% 2238
2025
Q2 		$89K Buy
1,713
+406
+31% +$19.7K ﹤0.01% 2822
2025
Q1 		$59K Buy
1,307
+627
+92% +$29.5K ﹤0.01% 2835
2024
Q4 		$31K Buy
680
+24
+4% +$1.13K ﹤0.01% 3144
2024
Q3 		$29K Buy
656
+274
+72% +$11.5K ﹤0.01% 3117
2024
Q2 		$15K Buy
382
+352
+1,173% +$12.9K ﹤0.01% 3301
2024
Q1 		$1K Buy
+30
New +$1.14K ﹤0.01% 4140

Other funds holding HBCP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $653M AUM 9.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HBCP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Home Bancorp (HBCP) stake by 12% in Q1 2026, buying an estimated $42.7K and bringing the position to 6,525 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Carson Wealth (CWM LLC) first reported a position in HBCP in Q1 2024 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold HBCP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,525 shares of Home Bancorp worth $395K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 710 Home Bancorp shares in Q1 2026, an estimated $42.7K.
  • Home Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2189 holding.
  • Carson Wealth (CWM LLC) first reported a position in Home Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 134 funds tracked by Wall St. Rank held Home Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.