RFP
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
Q2 		– Sell
-1
Closed -$34 – 1668
2026
Q1 		$34 Buy
+1
New +$34 ﹤0.01% 3414

Other funds holding HWBK

ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return

Root Financial Partners's HWBK Position: Q2 2026 in Review

Root Financial Partners sold out of Hawthorn Bancshares (HWBK) in Q2 2026, closing a stake of 1 share — an estimated $34 sold.

Root Financial Partners first reported a position in HWBK in Q1 2026 and held it in 1 quarter. The position peaked at $34 in Q1 2026. 68 funds tracked by Wall St. Rank hold HWBK as of Q2 2026.

  • Root Financial Partners reported no remaining Hawthorn Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Hawthorn Bancshares share in Q2 2026, an estimated $34.
  • Root Financial Partners first reported a position in Hawthorn Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hawthorn Bancshares position peaked at $34 in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.