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Spire Wealth Management’s Home Bancorp HBCP Stock Holding History

Spire Wealth Management’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
2025
Q1 		– Sell
-2,611
Closed -$121K – 2525
2024
Q4 		$121K Sell
2,611
-63
-2% -$2.98K ﹤0.01% 971
2024
Q3 		$119K Buy
2,674
+17
+0.6% +$713 ﹤0.01% 857
2024
Q2 		$106K Sell
2,657
-77,265
-97% -$2.83M ﹤0.01% 881
2024
Q1 		$3.06M Buy
79,922
+525
+0.7% +$19.9K 0.06% 198
2023
Q4 		$3.2M Buy
79,397
+536
+0.7% +$19.6K 0.11% 187
2023
Q3 		$2.51M Buy
78,861
+639
+0.8% +$21.5K 0.1% 198
2023
Q2 		$2.6M Buy
78,222
+620
+0.8% +$19.9K 0.1% 197
2023
Q1 		$2.56M Buy
77,602
+74,327
+2,270% +$2.81M 0.1% 201
2022
Q4 		$131K Buy
3,275
+814
+33% +$33.8K 0.01% 653
2022
Q3 		$96K Sell
2,461
-787
-24% -$30.3K 0.01% 722
2022
Q2 		$111K Sell
3,248
-73,463
-96% -$2.69M ﹤0.01% 996
2022
Q1 		$3.13M Sell
76,711
-9,576
-11% -$390K 0.08% 206
2021
Q4 		$3.58M Buy
86,287
+452
+0.5% +$18.6K 0.08% 210
2021
Q3 		$3.32M Buy
85,835
+509
+0.6% +$18.9K 0.09% 206
2021
Q2 		$3.25M Sell
85,326
-5,806
-6% -$222K 0.09% 211
2021
Q1 		$3.26M Buy
+91,132
New +$2.99M 0.09% 208

Other funds holding HBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $248M AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CFM
Crawford Fund Management Boston, Massachusetts $520M AUM 14.79% 1-Year Est. Return

Spire Wealth Management's HBCP Position: Q1 2025 in Review

Spire Wealth Management sold out of Home Bancorp (HBCP) in Q1 2025, closing a stake of 2,611 shares — an estimated $121K sold.

Spire Wealth Management first reported a position in HBCP in Q1 2021 and held it in 16 quarters. The position peaked at $3.58M in Q4 2021. 95 funds tracked by Wall St. Rank hold HBCP as of Q1 2025.

  • Spire Wealth Management reported no remaining Home Bancorp position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,611 Home Bancorp shares in Q1 2025, an estimated $121K.
  • Spire Wealth Management first reported a position in Home Bancorp in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's Home Bancorp position peaked at $3.58M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Home Bancorp as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.