Root Financial Partners
HWBK icon

Root Financial Partners’s Hawthorn Bancshares HWBK Stock Holding History

Root Financial Partners’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 		$190 Buy
+5
New +$195 ﹤0.01% 3521
2026
Q2 		– Sell
-1
Closed -$34 – 1668
2026
Q1 		$34 Buy
+1
New +$34 ﹤0.01% 3414

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Bank of New York Mellon
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Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
StrongBox Wealth
StrongBox Wealth Lee's Summit, Missouri $374M AUM 11.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hawthorn Bancshares (HWBK) in Q3 2026: 5 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #3521 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HWBK as recently as Q1 2026.

Root Financial Partners first reported a position in HWBK in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold HWBK as of Q3 2026.

  • Root Financial Partners held 5 shares of Hawthorn Bancshares worth $190 as of Q3 2026.
  • Hawthorn Bancshares was a new Root Financial Partners position in Q3 2026.
  • Hawthorn Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3521 holding.
  • Root Financial Partners first reported a position in Hawthorn Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q3 2026.

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