True Wealth Design’s Home Bancorp HBCP Stock Holding History

True Wealth Design’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 Q3	$1.39K	Hold	21	–	–	﹤0.01%	1816
2026 Q2	$1.44K	Hold	21	–	–	﹤0.01%	1843
2026 Q1	$1.27K	Hold	21	–	–	﹤0.01%	1718
2025 Q4	$1.21K	Sell	21 -4	-16%	-$223	﹤0.01%	1641
2025 Q3	$1.36K	Buy	25 +23	+1,150%	+$1.26K	﹤0.01%	1639
2025 Q2	$104	Hold	2	–	–	﹤0.01%	2229
2025 Q1	$90	Buy	+2	New	+$94	﹤0.01%	2228
2024 Q4	–	Sell	-1	Closed	-$45	–	1430
2024 Q3	$45	Buy	+1	New	+$42	﹤0.01%	1258

Other funds holding HBCP

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $292M AUM 26.84% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's HBCP Position: Q3 2026 in Review

True Wealth Design held its Home Bancorp (HBCP) position steady in Q3 2026 at 21 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

True Wealth Design first reported a position in HBCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44K in Q2 2026. 19 funds tracked by Wall St. Rank hold HBCP as of Q3 2026.

True Wealth Design held 21 shares of Home Bancorp worth $1.39K as of Q3 2026.
True Wealth Design left its Home Bancorp share count unchanged in Q3 2026.
Home Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1816 holding.
True Wealth Design first reported a position in Home Bancorp in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Home Bancorp position peaked at $1.44K in Q2 2026.
19 funds tracked by Wall St. Rank held Home Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.