IFP Advisors
HWBK icon

IFP Advisors’s Hawthorn Bancshares HWBK Stock Holding History

IFP Advisors’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
Q3 		$684 Hold
18
– – ﹤0.01% 4594
2026
Q2 		$707 Buy
18
+9
+100% +$322 ﹤0.01% 4604
2026
Q1 		$303 Hold
9
– – ﹤0.01% 4537
2025
Q4 		$314 Buy
9
+8
+800% +$256 ﹤0.01% 4392
2025
Q3 		$31 Buy
+1
New +$30 ﹤0.01% 4717

Other funds holding HWBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
StrongBox Wealth
StrongBox Wealth Lee's Summit, Missouri $374M AUM 11.45% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

IFP Advisors's HWBK Position: Q3 2026 in Review

IFP Advisors held its Hawthorn Bancshares (HWBK) position steady in Q3 2026 at 18 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #4594.

IFP Advisors first reported a position in HWBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $707 in Q2 2026. 16 funds tracked by Wall St. Rank hold HWBK as of Q3 2026.

  • IFP Advisors held 18 shares of Hawthorn Bancshares worth $684 as of Q3 2026.
  • IFP Advisors left its Hawthorn Bancshares share count unchanged in Q3 2026.
  • Hawthorn Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4594 holding.
  • IFP Advisors first reported a position in Hawthorn Bancshares in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Hawthorn Bancshares position peaked at $707 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.