Summit Financial Wealth Advisors’s Home Bancorp HBCP Stock Holding History

Summit Financial Wealth Advisors’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
2026 Q2	$2.72M	Buy	39,721 +3,708	+10%	+$240K	0.35%	47
2026 Q1	$2.18M	Buy	36,013 +8,539	+31%	+$514K	0.31%	51
2025 Q4	$1.59M	Buy	27,474 +5,521	+25%	+$307K	0.23%	61
2025 Q3	$1.19M	Buy	21,953 +20	+0.1%	+$1.1K	0.18%	62
2025 Q2	$1.14M	Buy	21,933 +319	+1%	+$15.5K	0.2%	59
2025 Q1	$968K	Sell	21,614 -780	-3%	-$36.6K	0.19%	59
2024 Q4	$1.12M	Sell	22,394 -980	-4%	-$46.3K	0.22%	56
2024 Q3	$1.04M	Buy	23,374 +2,622	+13%	+$110K	0.2%	57
2024 Q2	$830K	Sell	20,752 -998	-5%	-$36.6K	0.17%	62
2024 Q1	$833K	Buy	21,750 +2	+0%	+$76	0.17%	61
2023 Q4	$914K	Buy	21,748 +2	+0%	+$73	0.21%	56
2023 Q3	$791K	Buy	21,746 +3	+0%	+$101	0.19%	56
2023 Q2	$722K	Buy	21,743 +295	+1%	+$9.49K	0.17%	63
2023 Q1	$708K	Buy	21,448 +300	+1%	+$11.3K	0.17%	64
2022 Q4	$847K	Hold	21,148	–	–	0.2%	58
2022 Q3	$887K	Hold	21,148	–	–	0.25%	48
2022 Q2	$792K	Hold	21,148	–	–	0.19%	59
2022 Q1	$863K	Buy	21,148 +623	+3%	+$25.4K	0.17%	59
2021 Q4	$874K	Hold	20,525	–	–	0.17%	60
2021 Q3	$794K	Buy	20,525 +4,750	+30%	+$177K	0.18%	59
2021 Q2	$601K	Sell	15,775 -918	-5%	-$35.1K	0.14%	71
2021 Q1	$467K	Buy	16,693 +601	+4%	+$19.7K	0.12%	73
2020 Q4	$389K	Sell	16,092 -601	-4%	-$16.5K	0.11%	77
2020 Q3	$438K	Sell	16,693 -317	-2%	-$7.86K	0.12%	76
2020 Q2	$425K	Hold	17,010	–	–	0.11%	82
2020 Q1	$442K	Sell	17,010 -140	-0.8%	-$4.61K	0.14%	75
2019 Q4	$638K	Sell	17,150 -750	-4%	-$29.1K	0.16%	77
2019 Q3	$690K	Hold	17,900	–	–	0.17%	79
2019 Q2	$689K	Hold	17,900	–	–	0.17%	88
2019 Q1	$622K	Hold	17,900	–	–	0.16%	80
2018 Q4	$634K	Sell	17,900 -1,500	-8%	-$58K	0.21%	70
2018 Q3	$796K	Buy	19,400 +5,458	+39%	+$248K	0.24%	72
2018 Q2	$602K	Hold	13,942	–	–	0.2%	79
2018 Q1	$602K	Hold	13,942	–	–	0.2%	79
2017 Q4	$603K	Sell	13,942 -2,500	-15%	-$105K	0.21%	81
2017 Q3	$688K	Hold	16,442	–	–	0.25%	77
2017 Q2	$699K	Hold	16,442	–	–	0.28%	78
2017 Q1	$555K	Sell	16,442 -5,501	-25%	-$196K	0.24%	88
2016 Q4	$847K	Sell	21,943 -14,450	-40%	-$463K	0.37%	68
2016 Q3	$1.02M	Sell	36,393 -4,000	-10%	-$113K	0.44%	58
2016 Q2	$1.11M	Buy	+40,393	New	+$1.11M	0.46%	54
2015 Q4	–	Sell	-11,000	Closed	-$283K	–	159
2015 Q3	$283K	Hold	11,000	–	–	0.18%	69
2015 Q2	$277K	Hold	11,000	–	–	0.17%	77
2015 Q1	$245K	Buy	11,000 +5,000	+83%	+$109K	0.17%	62
2014 Q4	$138K	Buy	+6,000	New	+$137K	0.1%	79

Other funds holding HBCP

CIG

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Summit Financial Wealth Advisors's HBCP Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Home Bancorp (HBCP) stake by 10% in Q2 2026, buying an estimated $240K and bringing the position to 39,721 shares worth $2.72M. The position accounts for 0.35% of the portfolio, ranked #47.

Summit Financial Wealth Advisors first reported a position in HBCP in Q4 2014 and has held it in 45 quarters since. 11 funds tracked by Wall St. Rank hold HBCP as of Q2 2026.

Summit Financial Wealth Advisors held 39,721 shares of Home Bancorp worth $2.72M as of Q2 2026.
Summit Financial Wealth Advisors bought 3,708 Home Bancorp shares in Q2 2026, an estimated $240K.
Home Bancorp made up 0.35% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Summit Financial Wealth Advisors first reported a position in Home Bancorp in Q4 2014 and has held it in 45 quarters since.
11 funds tracked by Wall St. Rank held Home Bancorp as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.