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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $520M AUM 14.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Montz Harcus Wealth Management's HBCP Position: Q1 2026 in Review

Montz Harcus Wealth Management reduced its Home Bancorp (HBCP) stake by 2.2% in Q1 2026, selling an estimated $138K and leaving 99,994 shares worth $6.06M. The position accounts for 2.45% of the portfolio, ranked #12.

Montz Harcus Wealth Management first reported a position in HBCP in Q3 2024 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold HBCP as of Q1 2026.

  • Montz Harcus Wealth Management held 99,994 shares of Home Bancorp worth $6.06M as of Q1 2026.
  • Montz Harcus Wealth Management sold 2,296 Home Bancorp shares in Q1 2026, an estimated $138K.
  • Home Bancorp made up 2.45% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Montz Harcus Wealth Management first reported a position in Home Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 134 funds tracked by Wall St. Rank held Home Bancorp as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.