True Wealth Design
HWBK icon

True Wealth Design’s Hawthorn Bancshares HWBK Stock Holding History

True Wealth Design’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
Q3 		$77 Buy
2
+1
+100% +$39 ﹤0.01% 2471
2026
Q2 		$40 Buy
+1
New +$36 ﹤0.01% 2609
2025
Q4 		– Sell
-1
Closed -$32 – 2680
2025
Q3 		$32 Buy
+1
New +$30 ﹤0.01% 2625

Other funds holding HWBK

Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

True Wealth Design increased its Hawthorn Bancshares (HWBK) stake by 100% in Q3 2026, buying an estimated $39 and bringing the position to 2 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

True Wealth Design first reported a position in HWBK in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold HWBK as of Q3 2026.

  • True Wealth Design held 2 shares of Hawthorn Bancshares worth $77 as of Q3 2026.
  • True Wealth Design bought 1 Hawthorn Bancshares share in Q3 2026, an estimated $39.
  • Hawthorn Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2471 holding.
  • True Wealth Design first reported a position in Hawthorn Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q3 2026.

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