Creative Planning
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Creative Planning’s Hawthorn Bancshares HWBK Stock Holding History

Creative Planning’s Portfolio HWBK Stock Details HWBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Sell
7,956
-63
-0.8% -$2.11K ﹤0.01% 3504
2025
Q4 		$280K Buy
8,019
+1,384
+21% +$44.3K ﹤0.01% 3294
2025
Q3 		$206K Buy
+6,635
New +$202K ﹤0.01% 3461
2017
Q3 		– Sell
-1,794
Closed -$30K – 2713
2017
Q2 		$30K Sell
1,794
-72
-4% -$1.1K ﹤0.01% 2884
2017
Q1 		$30K Hold
1,866
– – ﹤0.01% 2836
2016
Q4 		$25K Hold
1,866
– – ﹤0.01% 2920
2016
Q3 		$22K Sell
1,866
-2,338
-56% -$25.1K ﹤0.01% 3000
2016
Q2 		$44K Hold
4,204
– – ﹤0.01% 2219
2016
Q1 		$45K Hold
4,204
– – ﹤0.01% 2174
2015
Q4 		$48K Hold
4,204
– – ﹤0.01% 2153
2015
Q3 		$43K Buy
+4,204
New +$42.5K ﹤0.01% 2143
2015
Q2 		– Sell
-4,206
Closed -$40K – 1935
2015
Q1 		$40K Hold
4,206
– – ﹤0.01% 2179
2014
Q4 		$42K Hold
4,206
– – ﹤0.01% 2120
2014
Q3 		$41K Sell
4,206
-1
-0% -$9 ﹤0.01% 2054
2014
Q2 		$37K Buy
4,207
+1,868
+80% +$17K ﹤0.01% 2083
2014
Q1 		$21K Hold
2,339
– – ﹤0.01% 2336
2013
Q4 		$19K Hold
2,339
– – ﹤0.01% 2214
2013
Q3 		$22K Buy
2,339
+89
+4% +$811 ﹤0.01% 2033
2013
Q2 		$19K Buy
+2,250
New +$17.4K ﹤0.01% 1956

Other funds holding HWBK

ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Creative Planning's HWBK Position: Q1 2026 in Review

Creative Planning reduced its Hawthorn Bancshares (HWBK) stake by 0.79% in Q1 2026, selling an estimated $2.11K and leaving 7,956 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

Creative Planning first reported a position in HWBK in Q2 2013 and has held it in 19 quarters since. The position peaked at $280K in Q4 2025. 65 funds tracked by Wall St. Rank hold HWBK as of Q1 2026.

  • Creative Planning held 7,956 shares of Hawthorn Bancshares worth $268K as of Q1 2026.
  • Creative Planning sold 63 Hawthorn Bancshares shares in Q1 2026, an estimated $2.11K.
  • Hawthorn Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3504 holding.
  • Creative Planning first reported a position in Hawthorn Bancshares in Q2 2013 and has held it in 19 quarters since.
  • Creative Planning's Hawthorn Bancshares position peaked at $280K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.