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Montz Harcus Wealth Management’s Home Bancorp HBCP Stock Holding History

Montz Harcus Wealth Management’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
Q2 		$6.49M Sell
94,750
-5,244
-5% -$339K 2.31% 12
2026
Q1 		$6.06M Sell
99,994
-2,296
-2% -$138K 2.45% 12
2025
Q4 		$5.91M Sell
102,290
-3,899
-4% -$217K 2.4% 13
2025
Q3 		$5.77M Sell
106,189
-1,629
-2% -$89.3K 2.52% 12
2025
Q2 		$5.58M Sell
107,818
-5,247
-5% -$255K 2.69% 12
2025
Q1 		$5.07M Buy
113,065
+83,965
+289% +$3.94M 2.77% 12
2024
Q4 		$1.34M Sell
29,100
-6,750
-19% -$319K 0.75% 21
2024
Q3 		$1.6M Buy
+35,850
New +$1.5M 0.93% 19

Other funds holding HBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Montz Harcus Wealth Management's HBCP Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Home Bancorp (HBCP) stake by 5.2% in Q2 2026, selling an estimated $339K and leaving 94,750 shares worth $6.49M. The position accounts for 2.31% of the portfolio, ranked #12.

Montz Harcus Wealth Management first reported a position in HBCP in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold HBCP as of Q2 2026.

  • Montz Harcus Wealth Management held 94,750 shares of Home Bancorp worth $6.49M as of Q2 2026.
  • Montz Harcus Wealth Management sold 5,244 Home Bancorp shares in Q2 2026, an estimated $339K.
  • Home Bancorp made up 2.31% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Montz Harcus Wealth Management first reported a position in Home Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held Home Bancorp as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.