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Steward Partners Investment Advisory’s Home Federal Bancorp HFBL Stock Holding History

Steward Partners Investment Advisory’s Portfolio HFBL Stock Details HFBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-600
Closed -$10.4K – 4757
2026
Q1 		$10.4K Hold
600
– – ﹤0.01% 3540
2025
Q4 		$10.8K Hold
600
– – ﹤0.01% 3418
2025
Q3 		$8.26K Hold
600
– – ﹤0.01% 3480
2025
Q2 		$8.16K Hold
600
– – ﹤0.01% 3299
2025
Q1 		$7.83K Hold
600
– – ﹤0.01% 3205
2024
Q4 		$7.56K Hold
600
– – ﹤0.01% 3216
2024
Q3 		$7.56K Hold
600
– – ﹤0.01% 3057
2024
Q2 		$6.4K Hold
600
– – ﹤0.01% 2970
2024
Q1 		$6.92K Hold
600
– – ﹤0.01% 2943
2023
Q4 		$8.85K Hold
600
– – ﹤0.01% 2755
2023
Q3 		$8.47K Hold
600
– – ﹤0.01% 2655
2023
Q2 		$8.42K Hold
600
– – ﹤0.01% 2626
2023
Q1 		$10.2K Hold
600
– – ﹤0.01% 2528
2022
Q4 		$10.3K Hold
600
– – ﹤0.01% 2532
2022
Q3 		$11K Hold
600
– – ﹤0.01% 2488
2022
Q2 		$12K Hold
600
– – ﹤0.01% 2447
2022
Q1 		$12K Hold
600
– – ﹤0.01% 2588
2021
Q4 		$12K Hold
600
– – ﹤0.01% 2531
2021
Q3 		$11K Hold
600
– – ﹤0.01% 2570
2021
Q2 		$12K Buy
+600
New +$10.1K ﹤0.01% 5716

Other funds holding HFBL

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ASCML
ADKINS SEALE CAPITAL MANAGEMENT LLC Shreveport, Louisiana $112M AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Steward Partners Investment Advisory's HFBL Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Home Federal Bancorp (HFBL) in Q2 2026, closing a stake of 600 shares — an estimated $10.4K sold.

Steward Partners Investment Advisory first reported a position in HFBL in Q2 2021 and held it in 20 quarters. The position peaked at $12K in Q2 2022. 14 funds tracked by Wall St. Rank hold HFBL as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Home Federal Bancorp position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 Home Federal Bancorp shares in Q2 2026, an estimated $10.4K.
  • Steward Partners Investment Advisory first reported a position in Home Federal Bancorp in Q2 2021 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Home Federal Bancorp position peaked at $12K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Home Federal Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.