Root Financial Partners
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Root Financial Partners’s Home Bancorp HBCP Stock Holding History

Root Financial Partners’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
Q3 		$3.04K Buy
+46
New +$3.2K ﹤0.01% 2440
2026
Q2 		– Sell
-26
Closed -$1.58K – 1591
2026
Q1 		$1.58K Buy
+26
New +$1.56K ﹤0.01% 2418

Other funds holding HBCP

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Montz Harcus Wealth Management
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Root Financial Partners's HBCP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Home Bancorp (HBCP) in Q3 2026: 46 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #2440 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HBCP as recently as Q1 2026.

Root Financial Partners first reported a position in HBCP in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold HBCP as of Q3 2026.

  • Root Financial Partners held 46 shares of Home Bancorp worth $3.04K as of Q3 2026.
  • Home Bancorp was a new Root Financial Partners position in Q3 2026.
  • Home Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2440 holding.
  • Root Financial Partners first reported a position in Home Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Home Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.