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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
Q1 		$34 Buy
+1
New +$34 ﹤0.01% 3414

Other funds holding HWBK

ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Root Financial Partners's HWBK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Hawthorn Bancshares (HWBK) in Q1 2026: 1 share worth $34. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings.

65 funds tracked by Wall St. Rank hold HWBK as of Q1 2026.

  • Root Financial Partners held 1 share of Hawthorn Bancshares worth $34 as of Q1 2026.
  • Hawthorn Bancshares was a new Root Financial Partners position in Q1 2026.
  • Hawthorn Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3414 holding.
  • 65 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.