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Mount Yale Investment Advisors’s Home Bancorp HBCP Stock Holding History

Mount Yale Investment Advisors’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 		$945K Sell
15,602
-52
-0.3% -$3.13K 0.02% 536
2025
Q4 		$905K Sell
15,654
-1,506
-9% -$83.8K 0.04% 333
2025
Q3 		$932K Buy
+17,160
New +$940K 0.06% 294

Other funds holding HBCP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $32.4B AUM 17.21% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

Mount Yale Investment Advisors's HBCP Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Home Bancorp (HBCP) stake by 0.33% in Q1 2026, selling an estimated $3.13K and leaving 15,602 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #536.

Mount Yale Investment Advisors first reported a position in HBCP in Q3 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold HBCP as of Q1 2026.

  • Mount Yale Investment Advisors held 15,602 shares of Home Bancorp worth $945K as of Q1 2026.
  • Mount Yale Investment Advisors sold 52 Home Bancorp shares in Q1 2026, an estimated $3.13K.
  • Home Bancorp made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #536 holding.
  • Mount Yale Investment Advisors first reported a position in Home Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Home Bancorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.